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
401
$162K 0.01%
2,761
-726
402
$161K 0.01%
1,391
-17
403
$160K 0.01%
3,835
404
$160K 0.01%
3,200
405
$160K 0.01%
3,000
406
$159K 0.01%
1,313
-183
407
$158K 0.01%
8,000
-3,600
408
$156K 0.01%
1,596
+60
409
$156K 0.01%
4,950
-1,500
410
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1,000
-359
411
$155K 0.01%
3,409
412
$153K 0.01%
2,250
413
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+3,444
414
$151K 0.01%
6,552
415
$151K 0.01%
3,136
-31
416
$147K 0.01%
5,085
-4,078
417
$143K 0.01%
+9,556
418
$143K 0.01%
2,564
-34,000
419
$142K 0.01%
1,335
+85
420
$142K 0.01%
50
421
$141K 0.01%
3,000
-500
422
$139K 0.01%
8,840
+7,976
423
$138K 0.01%
1,856
+98
424
$137K 0.01%
5,462
-11,102
425
$136K 0.01%
1,734
-18
15 16
17
18 19