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
476
$103K ﹤0.01%
314
-2
477
$103K ﹤0.01%
3,270
-1,728
478
$103K ﹤0.01%
1,159
-846
479
$102K ﹤0.01%
1,273
+68
480
$102K ﹤0.01%
1,085
-115
481
$101K ﹤0.01%
5,598
-4,600
482
$101K ﹤0.01%
735
-150
483
$100K ﹤0.01%
1,087
+108
484
$100K ﹤0.01%
1,920
-37
485
$100K ﹤0.01%
3,000
-1,500
486
$99K ﹤0.01%
2,144
-4,027
487
$99K ﹤0.01%
16,841
+12,953
488
$97K ﹤0.01%
5,388
-3,363
489
$97K ﹤0.01%
757
-1,059
490
$96K ﹤0.01%
700
491
$96K ﹤0.01%
1,750
492
$95K ﹤0.01%
1,997
-425
493
$93K ﹤0.01%
1,140
-1,818
494
$93K ﹤0.01%
2,050
-350
495
$92K ﹤0.01%
1,095
-2,405
496
$91K ﹤0.01%
3,325
497
$90K ﹤0.01%
4,000
498
$90K ﹤0.01%
1,640
-26
499
$89K ﹤0.01%
1,775
500
$89K ﹤0.01%
1,837
+130
18 19
20
21 22