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
826
$10K ﹤0.01%
613
827
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600
828
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220
829
$10K ﹤0.01%
422
830
$10K ﹤0.01%
300
831
$9K ﹤0.01%
84
832
$9K ﹤0.01%
173
833
$9K ﹤0.01%
3,250
834
$9K ﹤0.01%
+100
835
$9K ﹤0.01%
200
-96
836
$9K ﹤0.01%
+375
837
$9K ﹤0.01%
500
838
$9K ﹤0.01%
110
+30
839
$9K ﹤0.01%
43
840
$8K ﹤0.01%
75
841
$8K ﹤0.01%
148
-36
842
$8K ﹤0.01%
200
-180
843
$8K ﹤0.01%
1,000
844
$8K ﹤0.01%
191
+149
845
$8K ﹤0.01%
1,000
846
$8K ﹤0.01%
3
847
$8K ﹤0.01%
1,350
-6,180
848
$8K ﹤0.01%
100
-100
849
$8K ﹤0.01%
214
+139
850
$8K ﹤0.01%
2,500
32 33
34
35 36