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
601
$51K ﹤0.01%
1,121
-862
602
$51K ﹤0.01%
1,150
+550
603
$51K ﹤0.01%
+1,000
604
$51K ﹤0.01%
19,160
-1,880
605
$51K ﹤0.01%
3,240
+240
606
$50K ﹤0.01%
2,244
607
$50K ﹤0.01%
400
608
$50K ﹤0.01%
1,047
+1,025
609
$50K ﹤0.01%
4,000
610
$49K ﹤0.01%
1,173
+471
611
$49K ﹤0.01%
3,000
612
$48K ﹤0.01%
687
+20
613
$48K ﹤0.01%
800
614
$48K ﹤0.01%
6,400
-4,850
615
$48K ﹤0.01%
2,178
616
$47K ﹤0.01%
421
+16
617
$47K ﹤0.01%
968
+270
618
$47K ﹤0.01%
465
+110
619
$47K ﹤0.01%
4,339
-3,419
620
$47K ﹤0.01%
2,500
621
$46K ﹤0.01%
872
+32
622
$46K ﹤0.01%
2,500
623
$46K ﹤0.01%
1,028
624
$46K ﹤0.01%
3,570
625
$45K ﹤0.01%
700
-235
23 24
25
26 27