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
176
$1.01M 0.04%
8,544
-310
177
$1M 0.04%
19,402
+910
178
$1M 0.04%
16,029
-1,121
179
$997K 0.04%
41,020
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180
$967K 0.04%
7,309
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181
$966K 0.04%
13,650
182
$940K 0.04%
8,665
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183
$937K 0.04%
12,859
+3,079
184
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18,729
-382
185
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19,844
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186
$925K 0.04%
75,020
187
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53,433
188
$899K 0.04%
18,304
189
$894K 0.04%
18,990
+5,325
190
$885K 0.03%
37,500
-13
191
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192
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6,274
193
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20,372
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194
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11,422
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195
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32,742
196
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9,169
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197
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13,623
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198
$859K 0.03%
3,925
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199
$856K 0.03%
43,944
200
$856K 0.03%
39,382
-10,596
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