EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
51
$11.7M 0.49%
112,583
-2,091
52
$11M 0.46%
363,922
-9,137
53
$11M 0.45%
417,778
-69,881
54
$10.9M 0.45%
121,530
-11,853
55
$10.7M 0.44%
75,834
-118,718
56
$9.48M 0.39%
240,135
+21,861
57
$9.38M 0.39%
81,819
-159
58
$9.38M 0.39%
41,681
+12,146
59
$9.06M 0.38%
282,174
-1,661
60
$8.64M 0.36%
153,747
+21,756
61
$8.41M 0.35%
231,972
+11,586
62
$8.25M 0.34%
70,342
-1,913
63
$8.25M 0.34%
79,559
+42
64
$7.98M 0.33%
92,483
+6,239
65
$7.84M 0.32%
62,974
+2,475
66
$7.76M 0.32%
73,964
-2,302
67
$7.71M 0.32%
73,384
+66,750
68
$7.67M 0.32%
139,167
-12,827
69
$7.47M 0.31%
276,393
-28,875
70
$7.4M 0.31%
118,201
+6,515
71
$7.33M 0.3%
106,303
-2,505
72
$7.24M 0.3%
235,058
-11,723
73
$6.6M 0.27%
78,454
-1,915
74
$6.53M 0.27%
111,727
+688
75
$6.45M 0.27%
119,200
-43,434
1 2
3
4 5