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
476
$110K ﹤0.01%
3,409
477
$110K ﹤0.01%
1,607
-3,649
478
$108K ﹤0.01%
2,543
479
$107K ﹤0.01%
4,000
480
$107K ﹤0.01%
2,802
-5,718
481
$106K ﹤0.01%
3,000
482
$105K ﹤0.01%
925
483
$105K ﹤0.01%
+4,039
484
$105K ﹤0.01%
1,427
-2,187
485
$104K ﹤0.01%
+1,400
486
$104K ﹤0.01%
+3,625
487
$103K ﹤0.01%
+5,775
488
$103K ﹤0.01%
1,957
-108
489
$103K ﹤0.01%
+3,550
490
$102K ﹤0.01%
1,341
491
$102K ﹤0.01%
1,527
492
$102K ﹤0.01%
438
-960
493
$102K ﹤0.01%
2,465
494
$102K ﹤0.01%
890
+763
495
$101K ﹤0.01%
1,161
-263
496
$100K ﹤0.01%
1,235
497
$99K ﹤0.01%
3,416
+438
498
$98K ﹤0.01%
5,540
+610
499
$98K ﹤0.01%
1,141
-99
500
$97K ﹤0.01%
6,526
+148
18 19
20
21 22