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
451
$116K ﹤0.01%
+2,137
452
$115K ﹤0.01%
1,838
-589
453
$115K ﹤0.01%
3,648
454
$115K ﹤0.01%
1,261
+120
455
$114K ﹤0.01%
2,802
456
$113K ﹤0.01%
1,794
-254
457
$113K ﹤0.01%
2,629
-3,462
458
$112K ﹤0.01%
1,370
-57
459
$112K ﹤0.01%
4,000
460
$112K ﹤0.01%
5,299
+3,299
461
$110K ﹤0.01%
+1,415
462
$110K ﹤0.01%
4,039
463
$108K ﹤0.01%
+4,475
464
$108K ﹤0.01%
1,341
465
$107K ﹤0.01%
1,564
+21
466
$107K ﹤0.01%
5,957
-569
467
$107K ﹤0.01%
2,465
468
$107K ﹤0.01%
1,732
-113
469
$106K ﹤0.01%
8,142
470
$106K ﹤0.01%
925
471
$106K ﹤0.01%
1,500
-23
472
$105K ﹤0.01%
1,527
473
$104K ﹤0.01%
3,300
474
$104K ﹤0.01%
5,000
-10,000
475
$104K ﹤0.01%
1,574
-33
17 18
19
20 21