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
226
$653K 0.03%
6,849
-4,376
227
$648K 0.03%
5,454
+3,060
228
$648K 0.03%
8,891
+8,830
229
$648K 0.03%
7,206
+202
230
$645K 0.03%
12,252
+2,252
231
$635K 0.02%
4,895
-16
232
$634K 0.02%
12,853
233
$631K 0.02%
3,564
-36
234
$630K 0.02%
12,500
-4,491
235
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15,979
-2,075
236
$618K 0.02%
9,379
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237
$617K 0.02%
7,530
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238
$615K 0.02%
4,694
239
$608K 0.02%
29,645
-3,745
240
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26,125
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241
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5,102
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242
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243
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7,464
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244
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14,028
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245
$578K 0.02%
20,000
-86,661
246
$573K 0.02%
7,750
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247
$570K 0.02%
30,047
-350
248
$566K 0.02%
8,763
-600
249
$560K 0.02%
2,868
-300
250
$546K 0.02%
4,601
-938
8 9
10
11 12