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
551
$66K ﹤0.01%
423
-9
552
$65K ﹤0.01%
2,000
553
$65K ﹤0.01%
1,800
-2,150
554
$64K ﹤0.01%
2,750
-3,025
555
$64K ﹤0.01%
1,340
+180
556
$64K ﹤0.01%
3,077
557
$64K ﹤0.01%
4,355
-2,100
558
$63K ﹤0.01%
+950
559
$62K ﹤0.01%
+11,000
560
$62K ﹤0.01%
1,186
561
$62K ﹤0.01%
264
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562
$62K ﹤0.01%
1,474
563
$62K ﹤0.01%
3,401
564
$61K ﹤0.01%
1,443
-1,038
565
$61K ﹤0.01%
+2,300
566
$61K ﹤0.01%
700
567
$61K ﹤0.01%
22,360
+3,200
568
$60K ﹤0.01%
700
569
$60K ﹤0.01%
1,370
-550
570
$60K ﹤0.01%
575
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571
$59K ﹤0.01%
1,839
-104
572
$58K ﹤0.01%
1,330
-3,726
573
$58K ﹤0.01%
435
-875
574
$58K ﹤0.01%
+350
575
$57K ﹤0.01%
816
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