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
751
$20K ﹤0.01%
3,050
752
$20K ﹤0.01%
451
-244
753
$20K ﹤0.01%
1,000
754
$20K ﹤0.01%
450
755
$19K ﹤0.01%
442
756
$19K ﹤0.01%
+214
757
$19K ﹤0.01%
1,000
758
$19K ﹤0.01%
926
759
$18K ﹤0.01%
330
+30
760
$18K ﹤0.01%
1,131
761
$18K ﹤0.01%
703
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762
$18K ﹤0.01%
175
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763
$18K ﹤0.01%
152
764
$18K ﹤0.01%
125
765
$18K ﹤0.01%
827
766
$18K ﹤0.01%
6,000
767
$17K ﹤0.01%
240
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768
$17K ﹤0.01%
416
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769
$17K ﹤0.01%
+1,125
770
$17K ﹤0.01%
500
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771
$17K ﹤0.01%
250
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772
$17K ﹤0.01%
442
+42
773
$16K ﹤0.01%
1,020
774
$16K ﹤0.01%
933
775
$16K ﹤0.01%
259
-1,063
29 30
31
32 33