EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.55B
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,085
New
Increased
Reduced
Closed

Top Buys

1
+$31.5M
2
+$25.2M
3
+$8.62M
4
BLK icon
Blackrock
BLK
+$8.34M
5
SYF icon
Synchrony
SYF
+$4.97M

Top Sells

1
+$20.5M
2
+$10.9M
3
+$10.8M
4
ANSS
Ansys
ANSS
+$5.44M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.43M

Sector Composition

1 Technology 17.6%
2 Financials 15.49%
3 Consumer Discretionary 14.32%
4 Healthcare 11.93%
5 Real Estate 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.61M 0.06%
13,244
+1,468
152
$1.61M 0.06%
8,971
-328
153
$1.61M 0.06%
27,205
-184,485
154
$1.6M 0.06%
23,883
-2,272
155
$1.58M 0.06%
40,190
+20
156
$1.5M 0.06%
16,926
-1,960
157
$1.48M 0.06%
12,292
+423
158
$1.47M 0.06%
18,968
-1,094
159
$1.47M 0.06%
5,367
-44
160
$1.45M 0.06%
80,310
-105
161
$1.33M 0.05%
15,074
-1,780
162
$1.32M 0.05%
22,021
163
$1.3M 0.05%
28,514
-628
164
$1.3M 0.05%
54,400
165
$1.2M 0.05%
32,040
-7,400
166
$1.17M 0.05%
49,400
-49,508
167
$1.15M 0.05%
12,413
+661
168
$1.15M 0.05%
19,200
-2,360
169
$1.15M 0.05%
20,836
+1,412
170
$1.13M 0.04%
28,797
-5,359
171
$1.1M 0.04%
16,880
-22
172
$1.08M 0.04%
22,156
-2,120
173
$1.07M 0.04%
5,760
-12
174
$1.06M 0.04%
29,945
-83
175
$1.01M 0.04%
19,311
-400
5 6
7
8 9