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
651
$36K ﹤0.01%
1,435
-463
652
$36K ﹤0.01%
1,228
653
$36K ﹤0.01%
300
654
$36K ﹤0.01%
900
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655
$36K ﹤0.01%
+1,491
656
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657
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361
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$35K ﹤0.01%
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$35K ﹤0.01%
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$35K ﹤0.01%
612
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$34K ﹤0.01%
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670
$33K ﹤0.01%
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671
$33K ﹤0.01%
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672
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298
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$33K ﹤0.01%
200
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$32K ﹤0.01%
854
675
$32K ﹤0.01%
200
25 26
27
28 29