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
801
$13K ﹤0.01%
325
802
$13K ﹤0.01%
578
-100
803
$13K ﹤0.01%
700
804
$13K ﹤0.01%
543
805
$13K ﹤0.01%
864
806
$13K ﹤0.01%
1,400
807
$13K ﹤0.01%
+758
808
$13K ﹤0.01%
130
809
$13K ﹤0.01%
6,000
810
$12K ﹤0.01%
70
-134
811
$12K ﹤0.01%
186
812
$12K ﹤0.01%
+553
813
$12K ﹤0.01%
315
-1
814
$12K ﹤0.01%
151
-109
815
$11K ﹤0.01%
163
+45
816
$11K ﹤0.01%
640
817
$11K ﹤0.01%
189
818
$11K ﹤0.01%
500
819
$11K ﹤0.01%
+375
820
$10K ﹤0.01%
202
821
$10K ﹤0.01%
108
822
$10K ﹤0.01%
275
823
$10K ﹤0.01%
203
824
$10K ﹤0.01%
131
825
$10K ﹤0.01%
+203
31 32
33
34 35