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
326
$259K 0.01%
5,000
327
$256K 0.01%
11,840
+1,033
328
$253K 0.01%
10,988
+10,022
329
$252K 0.01%
4,035
+718
330
$251K 0.01%
15,000
-1,000
331
$250K 0.01%
3,943
-1,631
332
$249K 0.01%
3,099
333
$247K 0.01%
1,100
-216
334
$245K 0.01%
+6,435
335
$239K 0.01%
15,780
+3,775
336
$238K 0.01%
2,911
+2,276
337
$235K 0.01%
4,300
338
$232K 0.01%
997
+136
339
$231K 0.01%
13,341
+6,000
340
$228K 0.01%
10,000
341
$228K 0.01%
+15,000
342
$226K 0.01%
3,075
+2,755
343
$225K 0.01%
1,816
-1,218
344
$224K 0.01%
11,600
345
$223K 0.01%
6,279
+768
346
$222K 0.01%
14,000
347
$218K 0.01%
10,488
-594
348
$218K 0.01%
9,865
-120
349
$217K 0.01%
2,095
350
$216K 0.01%
4,302
-2,110
12 13
14
15 16