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
526
$84K ﹤0.01%
+1,750
527
$84K ﹤0.01%
1,775
528
$84K ﹤0.01%
2,110
+30
529
$83K ﹤0.01%
+1,057
530
$82K ﹤0.01%
1,707
+41
531
$82K ﹤0.01%
1,400
532
$81K ﹤0.01%
1,205
+284
533
$80K ﹤0.01%
1,900
534
$80K ﹤0.01%
+3,243
535
$78K ﹤0.01%
1,920
+550
536
$78K ﹤0.01%
+1,500
537
$75K ﹤0.01%
5,450
538
$73K ﹤0.01%
41
539
$72K ﹤0.01%
1,198
+1,078
540
$72K ﹤0.01%
+500
541
$72K ﹤0.01%
1,230
542
$72K ﹤0.01%
1,888
543
$71K ﹤0.01%
1,200
544
$70K ﹤0.01%
196
-10
545
$70K ﹤0.01%
24,800
+3,500
546
$69K ﹤0.01%
912
+352
547
$69K ﹤0.01%
512
548
$69K ﹤0.01%
+1,100
549
$68K ﹤0.01%
928
550
$68K ﹤0.01%
961
+16
20 21
22
23 24