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
276
$439K 0.02%
12,025
+1,200
277
$436K 0.02%
12,325
+6,431
278
$430K 0.02%
10,025
+5,927
279
$416K 0.02%
8,644
280
$409K 0.02%
2,702
+159
281
$405K 0.02%
3,058
-12
282
$404K 0.02%
6,757
+5,559
283
$402K 0.02%
8,520
-446
284
$399K 0.02%
6,652
285
$398K 0.02%
17,760
286
$393K 0.02%
10,420
-78
287
$387K 0.02%
6,090
+1,550
288
$387K 0.02%
6,715
+103
289
$383K 0.02%
26,775
290
$381K 0.01%
6,595
291
$380K 0.01%
13,000
292
$373K 0.01%
15,018
293
$371K 0.01%
7,743
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294
$370K 0.01%
9,399
295
$369K 0.01%
13,699
-880
296
$366K 0.01%
3,365
-167
297
$364K 0.01%
2,201
-218
298
$362K 0.01%
6,720
-35
299
$359K 0.01%
2,920
300
$352K 0.01%
400
10 11
12
13 14