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
426
$150K 0.01%
+3,000
427
$149K 0.01%
3,780
-570
428
$148K 0.01%
2,738
-126
429
$147K 0.01%
7,500
-893
430
$145K 0.01%
107,091
431
$145K 0.01%
10,012
+9,513
432
$144K 0.01%
+2,250
433
$143K 0.01%
1,893
+305
434
$143K 0.01%
+3,950
435
$141K 0.01%
2,005
+18
436
$139K 0.01%
1,455
+664
437
$137K 0.01%
10,184
+95
438
$136K 0.01%
1,536
-870
439
$135K 0.01%
+1,725
440
$135K 0.01%
8,751
-2,056
441
$135K 0.01%
1,752
+18
442
$135K 0.01%
+5,063
443
$132K 0.01%
1,433
444
$131K 0.01%
1,803
+30
445
$131K 0.01%
6,552
446
$130K 0.01%
1,437
-458
447
$129K 0.01%
1,090
-295
448
$129K 0.01%
11,964
449
$127K 0.01%
7,582
+7,350
450
$127K 0.01%
+7,865
16 17
18
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