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
376
$192K 0.01%
3,878
-207
377
$192K 0.01%
7,645
-5,500
378
$191K 0.01%
3,318
-31
379
$190K 0.01%
3,624
+24
380
$190K 0.01%
3,055
-2,980
381
$190K 0.01%
2,340
+20
382
$190K 0.01%
1,556
+6
383
$188K 0.01%
2,699
+17
384
$187K 0.01%
+10,198
385
$187K 0.01%
1,690
-210
386
$186K 0.01%
6,450
-1,443
387
$186K 0.01%
5,381
-65
388
$186K 0.01%
5,000
389
$183K 0.01%
3,080
+20
390
$182K 0.01%
3,395
-1,750
391
$182K 0.01%
4,157
-44
392
$181K 0.01%
5,607
-890
393
$180K 0.01%
50
394
$177K 0.01%
4,000
395
$177K 0.01%
8,978
396
$176K 0.01%
15,103
-374
397
$175K 0.01%
1,854
398
$174K 0.01%
4,511
+2,821
399
$173K 0.01%
1,128
400
$173K 0.01%
3,200
14 15
16
17 18