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
676
$32K ﹤0.01%
530
-649
677
$32K ﹤0.01%
375
-540
678
$31K ﹤0.01%
550
-25
679
$31K ﹤0.01%
1,578
-1,838
680
$31K ﹤0.01%
496
681
$31K ﹤0.01%
600
682
$31K ﹤0.01%
50
683
$31K ﹤0.01%
1,006
684
$31K ﹤0.01%
450
+191
685
$30K ﹤0.01%
500
686
$30K ﹤0.01%
698
687
$30K ﹤0.01%
375
-69
688
$30K ﹤0.01%
800
689
$29K ﹤0.01%
175
690
$29K ﹤0.01%
874
-83
691
$29K ﹤0.01%
762
-34
692
$29K ﹤0.01%
318
-1,137
693
$29K ﹤0.01%
335
-50
694
$29K ﹤0.01%
262
695
$29K ﹤0.01%
1,666
696
$28K ﹤0.01%
+875
697
$28K ﹤0.01%
1,365
698
$28K ﹤0.01%
300
699
$28K ﹤0.01%
697
+319
700
$28K ﹤0.01%
+661
26 27
28
29 30