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
901
$4K ﹤0.01%
100
-32
902
$4K ﹤0.01%
+50
903
$4K ﹤0.01%
+2,000
904
$4K ﹤0.01%
124
-50
905
$4K ﹤0.01%
97
-45
906
$4K ﹤0.01%
83
907
$4K ﹤0.01%
100
908
$4K ﹤0.01%
137
909
$4K ﹤0.01%
69
910
$4K ﹤0.01%
700
-650
911
$4K ﹤0.01%
50
912
$4K ﹤0.01%
199
913
$4K ﹤0.01%
112
914
$3K ﹤0.01%
168
915
$3K ﹤0.01%
17
916
$3K ﹤0.01%
300
917
$3K ﹤0.01%
59
918
$3K ﹤0.01%
222
919
$3K ﹤0.01%
288
920
$3K ﹤0.01%
91
921
$3K ﹤0.01%
78
922
$3K ﹤0.01%
32
923
$3K ﹤0.01%
300
924
$3K ﹤0.01%
1,144
925
$3K ﹤0.01%
+84
35 36
37
38 39