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
451
$126K 0.01%
2,146
-78
452
$125K 0.01%
1,206
-475
453
$124K 0.01%
2,500
-1,250
454
$123K 0.01%
4,500
-241
455
$123K 0.01%
1,250
+261
456
$122K 0.01%
+10,225
457
$122K 0.01%
618
458
$122K 0.01%
2,548
-450
459
$118K ﹤0.01%
1,758
+100
460
$118K ﹤0.01%
2,490
+2,000
461
$118K ﹤0.01%
890
-863
462
$118K ﹤0.01%
3,670
+1,270
463
$118K ﹤0.01%
3,300
464
$117K ﹤0.01%
1,101
465
$116K ﹤0.01%
2,481
-2,159
466
$115K ﹤0.01%
2,048
-14,220
467
$114K ﹤0.01%
885
+150
468
$113K ﹤0.01%
1,845
+493
469
$112K ﹤0.01%
5,000
-8,333
470
$112K ﹤0.01%
3,648
-2,505
471
$112K ﹤0.01%
1,729
+389
472
$111K ﹤0.01%
1,543
+53
473
$111K ﹤0.01%
2,228
474
$111K ﹤0.01%
1,523
-2,182
475
$111K ﹤0.01%
1,200
17 18
19
20 21