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
701
$29K ﹤0.01%
1,030
702
$29K ﹤0.01%
515
703
$29K ﹤0.01%
1,666
704
$29K ﹤0.01%
334
-1,889
705
$28K ﹤0.01%
200
706
$28K ﹤0.01%
214
-90
707
$28K ﹤0.01%
562
+377
708
$28K ﹤0.01%
5,500
709
$27K ﹤0.01%
1,069
-199
710
$27K ﹤0.01%
706
711
$27K ﹤0.01%
153
+7
712
$27K ﹤0.01%
450
-224
713
$26K ﹤0.01%
1,365
+245
714
$26K ﹤0.01%
948
+172
715
$26K ﹤0.01%
250
716
$26K ﹤0.01%
1,139
-362
717
$26K ﹤0.01%
2,600
718
$26K ﹤0.01%
1,052
-311
719
$25K ﹤0.01%
175
720
$25K ﹤0.01%
+500
721
$25K ﹤0.01%
652
722
$25K ﹤0.01%
527
723
$24K ﹤0.01%
+416
724
$24K ﹤0.01%
1,006
725
$24K ﹤0.01%
580
-79
27 28
29
30 31