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
301
$315K 0.01%
3,046
+41
302
$315K 0.01%
5,400
303
$314K 0.01%
4,000
-60
304
$314K 0.01%
1,260
-36
305
$309K 0.01%
4,630
+1,049
306
$309K 0.01%
3,658
-137
307
$307K 0.01%
8,760
-43
308
$304K 0.01%
6,171
-1,419
309
$303K 0.01%
17,760
310
$294K 0.01%
4,270
-1,122
311
$293K 0.01%
4,248
-153
312
$290K 0.01%
5,848
-490
313
$289K 0.01%
3,500
-1,094
314
$287K 0.01%
3,572
+1,931
315
$286K 0.01%
4,540
+280
316
$282K 0.01%
11,604
+1,019
317
$280K 0.01%
5,096
-3,173
318
$278K 0.01%
15,018
319
$277K 0.01%
2,394
+179
320
$271K 0.01%
9,500
+7,000
321
$271K 0.01%
22,659
+660
322
$267K 0.01%
3,890
+1,225
323
$263K 0.01%
3,170
+1,060
324
$261K 0.01%
5,000
325
$260K 0.01%
6,091
+3,579
11 12
13
14 15