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
551
$68K ﹤0.01%
644
+242
552
$67K ﹤0.01%
1,212
+812
553
$67K ﹤0.01%
1,170
-205
554
$66K ﹤0.01%
1,179
-1,268
555
$66K ﹤0.01%
1,300
+693
556
$66K ﹤0.01%
1,896
557
$66K ﹤0.01%
915
+195
558
$65K ﹤0.01%
6,170
+140
559
$65K ﹤0.01%
734
+96
560
$64K ﹤0.01%
700
561
$64K ﹤0.01%
1,300
562
$64K ﹤0.01%
460
-390
563
$62K ﹤0.01%
1,680
+1,650
564
$62K ﹤0.01%
3,077
-428
565
$62K ﹤0.01%
+4,300
566
$61K ﹤0.01%
458
+202
567
$61K ﹤0.01%
2,000
568
$61K ﹤0.01%
4,000
569
$60K ﹤0.01%
1,212
+1,065
570
$60K ﹤0.01%
3,000
-1,168
571
$59K ﹤0.01%
1,021
572
$59K ﹤0.01%
3,401
573
$59K ﹤0.01%
575
574
$58K ﹤0.01%
720
575
$58K ﹤0.01%
1,186
21 22
23
24 25