EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
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
251
$545K 0.02%
5,730
+4,673
252
$533K 0.02%
8,033
-33
253
$528K 0.02%
17,861
+5,747
254
$523K 0.02%
9,255
-1,590
255
$522K 0.02%
13,959
+481
256
$514K 0.02%
4,334
-217
257
$514K 0.02%
44,171
+9,195
258
$504K 0.02%
8,690
+5,295
259
$504K 0.02%
5,282
260
$501K 0.02%
9,667
-2,917
261
$495K 0.02%
278
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262
$494K 0.02%
4,023
263
$490K 0.02%
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264
$481K 0.02%
2,091
+265
265
$478K 0.02%
5,418
-5,822
266
$465K 0.02%
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267
$462K 0.02%
5,066
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268
$458K 0.02%
48,834
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269
$456K 0.02%
6,985
270
$455K 0.02%
9,212
-300
271
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10,000
272
$449K 0.02%
8,739
-194
273
$447K 0.02%
9,482
+285
274
$443K 0.02%
8,748
+2,900
275
$443K 0.02%
5,556
+56
9 10
11
12 13