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
626
$45K ﹤0.01%
1,476
-362
627
$45K ﹤0.01%
458
628
$44K ﹤0.01%
896
629
$44K ﹤0.01%
2,094
630
$44K ﹤0.01%
1,433
631
$43K ﹤0.01%
238
632
$43K ﹤0.01%
+2,075
633
$43K ﹤0.01%
567
634
$43K ﹤0.01%
+2,241
635
$43K ﹤0.01%
500
-153
636
$42K ﹤0.01%
300
637
$42K ﹤0.01%
500
-372
638
$42K ﹤0.01%
844
+26
639
$41K ﹤0.01%
560
+16
640
$41K ﹤0.01%
2,000
641
$41K ﹤0.01%
4,602
642
$41K ﹤0.01%
724
643
$41K ﹤0.01%
3,000
644
$40K ﹤0.01%
3,213
645
$40K ﹤0.01%
1,591
-337
646
$40K ﹤0.01%
2,720
647
$39K ﹤0.01%
1,925
+1,875
648
$39K ﹤0.01%
1,303
-252
649
$39K ﹤0.01%
197
+7
650
$38K ﹤0.01%
1,613
-846
24 25
26
27 28