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
501
$96K ﹤0.01%
8,142
-1,606
502
$96K ﹤0.01%
2,422
+2,325
503
$96K ﹤0.01%
3,325
504
$95K ﹤0.01%
+3,390
505
$94K ﹤0.01%
705
+41
506
$92K ﹤0.01%
979
-94
507
$92K ﹤0.01%
1,666
-299
508
$91K ﹤0.01%
1,750
509
$91K ﹤0.01%
316
-9
510
$90K ﹤0.01%
7,650
511
$90K ﹤0.01%
3,593
+544
512
$90K ﹤0.01%
1,140
513
$90K ﹤0.01%
2,400
-100
514
$89K ﹤0.01%
870
515
$89K ﹤0.01%
700
516
$89K ﹤0.01%
4,699
+4,200
517
$89K ﹤0.01%
1,045
+205
518
$88K ﹤0.01%
+5,200
519
$88K ﹤0.01%
6,455
520
$87K ﹤0.01%
1,330
-611
521
$87K ﹤0.01%
+3,243
522
$87K ﹤0.01%
600
523
$86K ﹤0.01%
4,000
524
$86K ﹤0.01%
1,000
525
$85K ﹤0.01%
2,000
19 20
21
22 23