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
426
$136K 0.01%
8,000
+500
427
$135K 0.01%
3,670
428
$133K 0.01%
1,529
+368
429
$133K 0.01%
936
+46
430
$132K 0.01%
3,786
431
$130K 0.01%
10,080
-18,484
432
$129K 0.01%
2,125
-21
433
$128K 0.01%
+4,749
434
$127K 0.01%
9,227
-957
435
$125K ﹤0.01%
+8,131
436
$125K ﹤0.01%
3,381
+2,675
437
$125K ﹤0.01%
2,895
-885
438
$125K ﹤0.01%
2,270
-900
439
$125K ﹤0.01%
2,088
+359
440
$123K ﹤0.01%
5,620
+80
441
$123K ﹤0.01%
2,496
-242
442
$123K ﹤0.01%
10,000
443
$122K ﹤0.01%
2,563
+20
444
$121K ﹤0.01%
5,000
445
$121K ﹤0.01%
2,000
-625
446
$118K ﹤0.01%
618
447
$117K ﹤0.01%
3,500
-1,000
448
$117K ﹤0.01%
1,101
449
$117K ﹤0.01%
841
-806
450
$117K ﹤0.01%
877
-13
16 17
18
19 20