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
576
$58K ﹤0.01%
1,625
+725
577
$58K ﹤0.01%
432
+402
578
$57K ﹤0.01%
2,500
579
$57K ﹤0.01%
+900
580
$57K ﹤0.01%
1,400
581
$57K ﹤0.01%
2,500
-422
582
$57K ﹤0.01%
320
-114
583
$57K ﹤0.01%
780
584
$57K ﹤0.01%
816
585
$57K ﹤0.01%
755
+505
586
$56K ﹤0.01%
+2,808
587
$56K ﹤0.01%
2,500
-454
588
$56K ﹤0.01%
1,832
589
$56K ﹤0.01%
464
590
$56K ﹤0.01%
505
-92
591
$55K ﹤0.01%
784
-1,468
592
$55K ﹤0.01%
+1,225
593
$55K ﹤0.01%
1,474
+43
594
$54K ﹤0.01%
1,000
-100
595
$54K ﹤0.01%
700
596
$54K ﹤0.01%
1,943
+951
597
$53K ﹤0.01%
1,160
598
$52K ﹤0.01%
1,000
599
$52K ﹤0.01%
1,898
+728
600
$52K ﹤0.01%
5,000
22 23
24
25 26