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
601
$49K ﹤0.01%
1,075
-46
602
$49K ﹤0.01%
1,028
603
$48K ﹤0.01%
840
-32
604
$48K ﹤0.01%
405
-16
605
$48K ﹤0.01%
779
606
$47K ﹤0.01%
510
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607
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238
608
$47K ﹤0.01%
800
609
$47K ﹤0.01%
635
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610
$47K ﹤0.01%
458
611
$46K ﹤0.01%
665
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612
$46K ﹤0.01%
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613
$46K ﹤0.01%
500
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$45K ﹤0.01%
5,000
-1,400
615
$45K ﹤0.01%
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616
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$45K ﹤0.01%
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618
$45K ﹤0.01%
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$45K ﹤0.01%
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620
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300
621
$44K ﹤0.01%
1,000
622
$44K ﹤0.01%
+1,712
623
$44K ﹤0.01%
875
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624
$44K ﹤0.01%
190
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625
$44K ﹤0.01%
350
-50
23 24
25
26 27