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
726
$24K ﹤0.01%
3,363
727
$24K ﹤0.01%
+785
728
$24K ﹤0.01%
800
729
$24K ﹤0.01%
221
730
$23K ﹤0.01%
1,000
731
$23K ﹤0.01%
429
+41
732
$23K ﹤0.01%
260
733
$23K ﹤0.01%
500
734
$23K ﹤0.01%
1,735
-580
735
$23K ﹤0.01%
597
-298
736
$23K ﹤0.01%
417
737
$22K ﹤0.01%
600
738
$22K ﹤0.01%
300
739
$22K ﹤0.01%
352
+27
740
$22K ﹤0.01%
436
-1,471
741
$22K ﹤0.01%
1,000
742
$22K ﹤0.01%
+1,500
743
$21K ﹤0.01%
362
744
$21K ﹤0.01%
654
745
$21K ﹤0.01%
447
746
$21K ﹤0.01%
1,487
747
$21K ﹤0.01%
360
748
$21K ﹤0.01%
3,888
749
$21K ﹤0.01%
400
750
$20K ﹤0.01%
+750
28 29
30
31 32