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
1001
– –
-1,620
1002
– –
-14
1003
– –
-23
1004
– –
-4,699
1005
– –
-750
1006
– –
-900
1007
– –
-2,228
1008
– –
-49
1009
– –
-18
1010
– –
-45
1011
– –
-15
1012
– –
-96
1013
– –
-21
1014
– –
-71
1015
– –
-1,832
1016
– –
-1,400
1017
– –
-32
1018
– –
-5,063
1019
– –
-37
1020
– –
-6
1021
– –
-451
1022
– –
-37
1023
– –
-1,045
1024
– –
-141
1025
– –
-2,075
39 40
41
42 43