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
201
$831K 0.03%
10,795
-200
202
$830K 0.03%
14,104
-958
203
$815K 0.03%
7,758
-20
204
$803K 0.03%
48,800
205
$789K 0.03%
7,000
206
$784K 0.03%
17,996
-404
207
$778K 0.03%
5,263
-28
208
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7,427
209
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3,742
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210
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14,340
211
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6,675
212
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12,700
213
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31,305
214
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15,500
215
$732K 0.03%
9,240
-5,474
216
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1,868
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217
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4,864
218
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16,635
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219
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10,630
220
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3,500
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221
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24,110
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222
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30,062
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223
$665K 0.03%
15,030
+1,061
224
$658K 0.03%
8,905
-32
225
$656K 0.03%
7,907
-405
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