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
876
$6K ﹤0.01%
130
-270
877
$6K ﹤0.01%
242
-278
878
$5K ﹤0.01%
64
879
$5K ﹤0.01%
+233
880
$5K ﹤0.01%
200
-620
881
$5K ﹤0.01%
+2,250
882
$5K ﹤0.01%
176
+16
883
$5K ﹤0.01%
200
884
$5K ﹤0.01%
166
-645
885
$5K ﹤0.01%
200
886
$5K ﹤0.01%
53
887
$5K ﹤0.01%
52
-15
888
$5K ﹤0.01%
+71
889
$5K ﹤0.01%
69
-1,282
890
$5K ﹤0.01%
354
891
$5K ﹤0.01%
170
892
$5K ﹤0.01%
221
-392
893
$5K ﹤0.01%
132
-704
894
$5K ﹤0.01%
156
895
$5K ﹤0.01%
100
896
$5K ﹤0.01%
174
897
$5K ﹤0.01%
142
+45
898
$5K ﹤0.01%
100
-273
899
$4K ﹤0.01%
+100
900
$4K ﹤0.01%
378
-1,035
34 35
36
37 38