EWM

Evercore Wealth Management Portfolio holdings

AUM $6.82B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
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
+$29.5M
2
+$22.8M
3
+$8.4M
4
BLK icon
Blackrock
BLK
+$8.32M
5
SYF icon
Synchrony
SYF
+$5.19M

Top Sells

1
+$21.3M
2
+$11.3M
3
+$10.8M
4
ANSS
Ansys
ANSS
+$5.1M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.42M

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%
3,950
-561
380
$182K 0.01%
4,118
-39
381
$181K 0.01%
3,206
382
$180K 0.01%
2,311
-2,351
383
$180K 0.01%
2,310
-860
384
$180K 0.01%
1,967
-1,923
385
$179K 0.01%
5,000
386
$179K 0.01%
1,675
+469
387
$178K 0.01%
3,545
-333
388
$178K 0.01%
6,041
+660
389
$177K 0.01%
5,607
390
$176K 0.01%
3,302
-385
391
$175K 0.01%
3,303
-750
392
$174K 0.01%
4,000
393
$174K 0.01%
2,793
-525
394
$169K 0.01%
3,200
395
$166K 0.01%
+4,425
396
$166K 0.01%
2,044
-319
397
$165K 0.01%
1,228
-50
398
$165K 0.01%
6,536
399
$165K 0.01%
3,917
-902
400
$165K 0.01%
3,720
-33
14 15
16
17 18