EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.41B
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,148
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$8.88M
3
+$8.82M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$7.01M
5
SYF icon
Synchrony
SYF
+$5.15M

Top Sells

1
+$16.7M
2
+$15.4M
3
+$14.9M
4
APO icon
Apollo Global Management
APO
+$14.5M
5
AN icon
AutoNation
AN
+$10.2M

Sector Composition

1 Technology 16.49%
2 Financials 15.5%
3 Consumer Discretionary 14.4%
4 Healthcare 13.11%
5 Real Estate 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$663K 0.03%
4,864
-216
227
$657K 0.03%
9,750
+2,000
228
$656K 0.03%
13,665
-1,480
229
$655K 0.03%
52,910
+9,140
230
$642K 0.03%
15,500
231
$640K 0.03%
8,312
+864
232
$635K 0.03%
10,630
-100
233
$616K 0.03%
5,252
234
$614K 0.03%
26,625
235
$604K 0.03%
8,937
+472
236
$604K 0.03%
13,969
+1,376
237
$601K 0.02%
4,694
+400
238
$601K 0.02%
2,929
+1,629
239
$597K 0.02%
7,004
+1,725
240
$590K 0.02%
3,168
+238
241
$583K 0.02%
18,054
-2,377
242
$574K 0.02%
10,845
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243
$567K 0.02%
8,933
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244
$560K 0.02%
3,600
-90
245
$558K 0.02%
12,584
+2,121
246
$555K 0.02%
5,539
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247
$545K 0.02%
4,911
-873
248
$539K 0.02%
9,363
249
$537K 0.02%
7,293
-415
250
$534K 0.02%
4,551
+1,116
8 9
10
11 12