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
326
$279K 0.01%
9,500
327
$278K 0.01%
+5,400
328
$273K 0.01%
1,100
329
$273K 0.01%
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330
$271K 0.01%
3,347
+2,627
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5,000
332
$255K 0.01%
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333
$255K 0.01%
1,330
334
$251K 0.01%
5,783
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335
$250K 0.01%
+9,470
336
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337
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338
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339
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340
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14,346
+6,481
341
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4,300
342
$232K 0.01%
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343
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344
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345
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10,000
346
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5,600
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347
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950
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348
$218K 0.01%
2,699
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349
$217K 0.01%
13,779
350
$216K 0.01%
3,684
-25
12 13
14
15 16