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
351
$216K 0.01%
7,200
352
$215K 0.01%
4,038
-2,784
353
$215K 0.01%
+1,330
354
$214K 0.01%
4,053
+1,150
355
$213K 0.01%
2,958
+1,746
356
$213K 0.01%
2,792
+317
357
$212K 0.01%
1,359
+8
358
$209K 0.01%
13,779
359
$205K 0.01%
3,709
-104
360
$205K 0.01%
5,894
-2,047
361
$204K 0.01%
4,336
-844
362
$203K 0.01%
6,200
363
$202K 0.01%
5,056
-1,194
364
$202K 0.01%
4,316
-620
365
$201K 0.01%
9,163
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366
$201K 0.01%
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367
$199K 0.01%
2,363
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368
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2,985
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369
$198K 0.01%
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370
$198K 0.01%
4,072
371
$197K 0.01%
3,687
-159
372
$197K 0.01%
2,624
+303
373
$195K 0.01%
1,768
374
$195K 0.01%
4,030
375
$192K 0.01%
2,870
-39
13 14
15
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