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
826
$10K ﹤0.01%
110
827
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108
828
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+600
829
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422
830
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831
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832
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-18
833
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835
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836
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613
837
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838
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839
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1,360
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840
$8K ﹤0.01%
1,000
841
$8K ﹤0.01%
+450
842
$8K ﹤0.01%
156
843
$8K ﹤0.01%
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844
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220
845
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182
-32
846
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847
$8K ﹤0.01%
100
848
$8K ﹤0.01%
92
-16
849
$7K ﹤0.01%
100
850
$7K ﹤0.01%
65
32 33
34
35 36