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
651
$38K ﹤0.01%
1,000
652
$38K ﹤0.01%
685
653
$37K ﹤0.01%
545
+19
654
$37K ﹤0.01%
346
+48
655
$37K ﹤0.01%
436
-32
656
$37K ﹤0.01%
451
-1,772
657
$37K ﹤0.01%
2,870
658
$36K ﹤0.01%
970
-3,188
659
$35K ﹤0.01%
2,698
+1,048
660
$35K ﹤0.01%
1,228
661
$35K ﹤0.01%
300
662
$35K ﹤0.01%
827
-396
663
$35K ﹤0.01%
533
664
$35K ﹤0.01%
1,300
-900
665
$34K ﹤0.01%
190
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666
$34K ﹤0.01%
560
667
$34K ﹤0.01%
444
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668
$34K ﹤0.01%
1,620
669
$34K ﹤0.01%
556
670
$34K ﹤0.01%
800
671
$34K ﹤0.01%
1,200
672
$34K ﹤0.01%
1,000
673
$34K ﹤0.01%
529
-100
674
$33K ﹤0.01%
375
-63
675
$33K ﹤0.01%
200
25 26
27
28 29