EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
26
$36M 1.49%
708,481
+2,546
27
$34.2M 1.42%
862,420
-11,200
28
$32.9M 1.36%
647,068
+9,445
29
$30.8M 1.28%
771,684
+222,198
30
$29.8M 1.24%
248,430
-486
31
$29.4M 1.22%
402,879
-1,480
32
$29.2M 1.21%
399,175
-16,664
33
$28.4M 1.18%
559,557
+16,242
34
$28M 1.16%
302,490
-9,023
35
$26.9M 1.11%
375,246
-81,859
36
$26.8M 1.11%
70,516
+64,403
37
$24M 1%
214,543
-29,660
38
$23.1M 0.96%
144,560
-1,554
39
$23M 0.95%
255,187
-660
40
$21.8M 0.9%
185,350
-10,742
41
$21.1M 0.88%
434,330
-208,842
42
$19.7M 0.82%
1,052,441
-107,787
43
$17.6M 0.73%
83,800
-70,988
44
$15.8M 0.66%
302,052
-74,640
45
$13.7M 0.57%
61,451
-6,645
46
$13.1M 0.54%
127,409
-1,263
47
$13.1M 0.54%
211,690
-5,849
48
$13.1M 0.54%
226,220
-47,938
49
$12.8M 0.53%
84,286
-3,833
50
$11.9M 0.49%
113,678
-5,074
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