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
701
$28K ﹤0.01%
5,500
702
$27K ﹤0.01%
146
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514
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$27K ﹤0.01%
200
705
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450
706
$27K ﹤0.01%
350
-1,850
707
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800
708
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552
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$27K ﹤0.01%
527
710
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3
711
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712
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713
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715
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717
$26K ﹤0.01%
832
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260
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$25K ﹤0.01%
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723
$24K ﹤0.01%
320
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724
$24K ﹤0.01%
1,173
+778
725
$24K ﹤0.01%
600
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27 28
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