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
1
$85.9M 3.36%
2,392,364
-57,992
2
$66.5M 2.6%
1,010,121
-6,390
3
$65.8M 2.58%
585,083
-9,027
4
$65.2M 2.55%
397,379
-66,028
5
$61.7M 2.41%
420,095
-2,455
6
$58.4M 2.28%
480,318
-1,645
7
$57.7M 2.26%
423,495
-2,856
8
$57.1M 2.23%
551,748
-25,473
9
$56.9M 2.23%
1,635,949
-23,960
10
$56.1M 2.19%
77,566
-405
11
$54.1M 2.12%
1,368,990
-9,674
12
$53.6M 2.1%
1,210,300
+53,180
13
$51.1M 2%
332,431
+11,757
14
$49.3M 1.93%
548,626
-21,851
15
$47.8M 1.87%
1,406,304
+12,329
16
$47.3M 1.85%
1,139,500
-5,740
17
$46M 1.8%
1,547,175
+4,922
18
$44.7M 1.75%
372,773
+3,398
19
$42.3M 1.65%
1,232,355
+144,752
20
$41.8M 1.63%
816,103
+928
21
$40.9M 1.6%
197,979
-3,678
22
$39.9M 1.56%
249,243
-664
23
$39.7M 1.55%
318,941
-1,609
24
$38.1M 1.49%
488,457
+6,137
25
$36.5M 1.43%
706,805
-1,676
1
2 3 4 5