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
776
$16K ﹤0.01%
1,060
-100
777
$16K ﹤0.01%
376
+76
778
$16K ﹤0.01%
173
+73
779
$16K ﹤0.01%
400
780
$16K ﹤0.01%
+210
781
$16K ﹤0.01%
437
+37
782
$16K ﹤0.01%
750
783
$16K ﹤0.01%
360
784
$16K ﹤0.01%
400
+322
785
$16K ﹤0.01%
+999
786
$16K ﹤0.01%
800
787
$16K ﹤0.01%
400
788
$15K ﹤0.01%
638
789
$15K ﹤0.01%
171
790
$15K ﹤0.01%
400
+63
791
$15K ﹤0.01%
1,000
-6,000
792
$15K ﹤0.01%
294
793
$15K ﹤0.01%
375
-2,916
794
$14K ﹤0.01%
378
-412
795
$14K ﹤0.01%
136
+12
796
$14K ﹤0.01%
+100
797
$14K ﹤0.01%
1,700
798
$14K ﹤0.01%
383
799
$13K ﹤0.01%
+758
800
$13K ﹤0.01%
6,000
30 31
32
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