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
526
$77K ﹤0.01%
192
-4
527
$77K ﹤0.01%
+2,875
528
$77K ﹤0.01%
6,030
-140
529
$76K ﹤0.01%
555
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530
$76K ﹤0.01%
1,212
531
$76K ﹤0.01%
632
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532
$75K ﹤0.01%
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533
$75K ﹤0.01%
5,450
534
$74K ﹤0.01%
471
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535
$73K ﹤0.01%
499
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536
$73K ﹤0.01%
848
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$73K ﹤0.01%
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538
$72K ﹤0.01%
928
539
$72K ﹤0.01%
1,268
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540
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450
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541
$72K ﹤0.01%
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$71K ﹤0.01%
5,300
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543
$70K ﹤0.01%
2,500
544
$69K ﹤0.01%
800
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545
$69K ﹤0.01%
+2,112
546
$68K ﹤0.01%
2,730
+230
547
$68K ﹤0.01%
500
548
$67K ﹤0.01%
1,504
+331
549
$67K ﹤0.01%
895
-66
550
$67K ﹤0.01%
1,072
-98
20 21
22
23 24