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
401
$173K 0.01%
4,098
-357
402
$171K 0.01%
3,170
403
$170K 0.01%
2,249
404
$169K 0.01%
2,200
405
$168K 0.01%
3,200
406
$168K 0.01%
3,500
407
$167K 0.01%
3,206
408
$167K 0.01%
+6,536
409
$166K 0.01%
5,988
-363
410
$166K 0.01%
1,496
411
$166K 0.01%
3,487
+26
412
$162K 0.01%
1,408
-103
413
$161K 0.01%
4,500
+1,500
414
$159K 0.01%
2,427
-2,408
415
$158K 0.01%
10,000
416
$156K 0.01%
4,998
+4,230
417
$154K 0.01%
1,278
-669
418
$154K 0.01%
1,310
+875
419
$154K 0.01%
2,625
+625
420
$153K 0.01%
5,000
421
$153K 0.01%
+3,623
422
$152K 0.01%
3,753
-5,116
423
$151K 0.01%
3,167
-2,176
424
$150K 0.01%
2,000
425
$150K 0.01%
+3,835
15 16
17
18 19