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
926
$3K ﹤0.01%
44
-25
927
$3K ﹤0.01%
100
-37
928
$3K ﹤0.01%
172
929
$3K ﹤0.01%
100
-24
930
$3K ﹤0.01%
167
931
$3K ﹤0.01%
32
932
$3K ﹤0.01%
100
-56
933
$3K ﹤0.01%
+100
934
$3K ﹤0.01%
174
-1,920
935
$3K ﹤0.01%
45
936
$3K ﹤0.01%
73
937
$3K ﹤0.01%
152
+80
938
$3K ﹤0.01%
17
939
$2K ﹤0.01%
166
940
$2K ﹤0.01%
55
-1,625
941
$2K ﹤0.01%
112
942
$2K ﹤0.01%
128
-15
943
$2K ﹤0.01%
66
944
$2K ﹤0.01%
22
945
$2K ﹤0.01%
+42
946
$2K ﹤0.01%
50
-275
947
$2K ﹤0.01%
17
-14
948
$2K ﹤0.01%
38
949
$2K ﹤0.01%
45
950
$2K ﹤0.01%
48
36 37
38
39 40