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
676
$33K ﹤0.01%
1,000
677
$33K ﹤0.01%
+385
678
$33K ﹤0.01%
2,500
+1,000
679
$33K ﹤0.01%
865
680
$33K ﹤0.01%
1,000
681
$33K ﹤0.01%
371
-123
682
$32K ﹤0.01%
212
-25
683
$32K ﹤0.01%
854
684
$32K ﹤0.01%
1,050
685
$32K ﹤0.01%
+325
686
$31K ﹤0.01%
50
687
$31K ﹤0.01%
879
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688
$31K ﹤0.01%
500
689
$31K ﹤0.01%
675
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690
$31K ﹤0.01%
496
691
$30K ﹤0.01%
2,000
-3,900
692
$30K ﹤0.01%
779
693
$30K ﹤0.01%
575
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694
$29K ﹤0.01%
698
695
$29K ﹤0.01%
796
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696
$29K ﹤0.01%
300
697
$29K ﹤0.01%
957
-573
698
$29K ﹤0.01%
262
699
$29K ﹤0.01%
35
+32
700
$29K ﹤0.01%
1,340
26 27
28
29 30