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
851
$7K ﹤0.01%
53
+13
852
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238
853
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196
854
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395
855
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139
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856
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200
-439
857
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218
+35
858
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244
-1,928
859
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860
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861
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862
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863
$7K ﹤0.01%
270
864
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94
865
$7K ﹤0.01%
177
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866
$7K ﹤0.01%
108
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$6K ﹤0.01%
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868
$6K ﹤0.01%
31
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869
$6K ﹤0.01%
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870
$6K ﹤0.01%
100
871
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105
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872
$6K ﹤0.01%
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-150
873
$6K ﹤0.01%
+87
874
$6K ﹤0.01%
+112
875
$6K ﹤0.01%
65
33 34
35
36 37