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
1026
$0 ﹤0.01%
4
1027
– –
-120
1028
$0 ﹤0.01%
4
1029
– –
-1,125
1030
– –
-567
1031
– –
-1,500
1032
– –
-7
1033
– –
-5,400
1034
– –
-1,433
1035
– –
-600
1036
– –
-18
1037
– –
-15
1038
– –
-28
1039
– –
-100
1040
– –
-5
1041
– –
-2,241
1042
– –
-13
1043
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1044
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-180
1045
– –
-10
1046
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-400
1047
– –
-28
1048
– –
-16,286
1049
– –
-3
1050
– –
-4,300
40 41
42
43 44