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
376
$188K 0.01%
2,895
-160
377
$187K 0.01%
2,805
-275
378
$187K 0.01%
1,540
-16
379
$183K 0.01%
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380
$182K 0.01%
4,118
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381
$181K 0.01%
3,206
382
$180K 0.01%
2,311
-2,351
383
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2,310
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384
$180K 0.01%
1,967
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385
$179K 0.01%
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386
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388
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390
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4,000
393
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394
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395
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396
$166K 0.01%
2,044
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397
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1,228
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398
$165K 0.01%
6,536
399
$165K 0.01%
3,917
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400
$165K 0.01%
3,720
-33
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16
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