EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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%
70
827
$10K ﹤0.01%
100
-75
828
$10K ﹤0.01%
110
829
$10K ﹤0.01%
422
830
$10K ﹤0.01%
300
831
$9K ﹤0.01%
145
-18
832
$9K ﹤0.01%
200
833
$9K ﹤0.01%
+446
834
$9K ﹤0.01%
173
835
$9K ﹤0.01%
613
836
$9K ﹤0.01%
161
837
$9K ﹤0.01%
394
838
$9K ﹤0.01%
1,360
+900
839
$9K ﹤0.01%
100
840
$8K ﹤0.01%
+151
841
$8K ﹤0.01%
1,000
842
$8K ﹤0.01%
+450
843
$8K ﹤0.01%
156
844
$8K ﹤0.01%
+28
845
$8K ﹤0.01%
220
846
$8K ﹤0.01%
182
-32
847
$8K ﹤0.01%
100
848
$8K ﹤0.01%
92
-16
849
$7K ﹤0.01%
65
850
$7K ﹤0.01%
181
+33