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
501
$89K ﹤0.01%
2,080
-30
502
$88K ﹤0.01%
1,718
+1,579
503
$87K ﹤0.01%
2,251
+7
504
$87K ﹤0.01%
1,690
-800
505
$87K ﹤0.01%
2,400
-600
506
$87K ﹤0.01%
21,300
-3,500
507
$87K ﹤0.01%
780
-90
508
$86K ﹤0.01%
1,900
509
$86K ﹤0.01%
600
510
$86K ﹤0.01%
1,000
511
$86K ﹤0.01%
3,243
512
$84K ﹤0.01%
7,650
513
$84K ﹤0.01%
10,259
-1,705
514
$84K ﹤0.01%
1,100
515
$83K ﹤0.01%
1,200
516
$82K ﹤0.01%
1,400
517
$82K ﹤0.01%
+3,162
518
$82K ﹤0.01%
585
-120
519
$81K ﹤0.01%
1,096
+316
520
$80K ﹤0.01%
1,713
-835
521
$80K ﹤0.01%
975
-462
522
$79K ﹤0.01%
2,000
523
$78K ﹤0.01%
+1,000
524
$78K ﹤0.01%
692
+48
525
$78K ﹤0.01%
1,888
19 20
21
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