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
276
$369K 0.02%
14,579
-3,153
277
$369K 0.02%
13,000
+3,000
278
$368K 0.02%
6,612
+1,151
279
$368K 0.02%
6,755
280
$364K 0.02%
3,532
+67
281
$363K 0.02%
5,048
+21
282
$359K 0.01%
17,543
-3,613
283
$358K 0.01%
2,920
+15
284
$358K 0.01%
3,399
-343
285
$357K 0.01%
8,683
+46
286
$350K 0.01%
7,368
+1,542
287
$348K 0.01%
2,543
-103
288
$348K 0.01%
2,419
-340
289
$345K 0.01%
3,570
-417
290
$344K 0.01%
6,595
291
$343K 0.01%
26,775
292
$343K 0.01%
379
-33
293
$343K 0.01%
9,399
294
$337K 0.01%
4,662
+1,262
295
$336K 0.01%
6,652
-72,675
296
$335K 0.01%
28,564
+26,744
297
$334K 0.01%
400
298
$333K 0.01%
2,316
-136
299
$329K 0.01%
10,498
+78
300
$319K 0.01%
13,387
-3,094
10 11
12
13 14