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
251
$525K 0.02%
10,000
252
$502K 0.02%
+16,286
253
$491K 0.02%
5,282
-116
254
$490K 0.02%
8,066
+653
255
$484K 0.02%
5,637
-2,171
256
$467K 0.02%
5,651
-1,233
257
$459K 0.02%
13,478
+1,353
258
$451K 0.02%
4,023
+23
259
$447K 0.02%
12,476
-3,432
260
$438K 0.02%
1,826
-407
261
$438K 0.02%
9,512
-1,978
262
$437K 0.02%
5,500
263
$426K 0.02%
6,985
264
$425K 0.02%
8,966
-1,944
265
$424K 0.02%
34,976
+5,274
266
$419K 0.02%
10,000
267
$416K 0.02%
22,062
268
$413K 0.02%
16,564
+10,006
269
$411K 0.02%
6,910
+762
270
$410K 0.02%
9,197
-319
271
$401K 0.02%
22,400
272
$395K 0.02%
8,644
273
$388K 0.02%
10,825
-1,200
274
$387K 0.02%
3,070
+12
275
$378K 0.02%
12,114
+53
9 10
11
12 13