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
901
$4K ﹤0.01%
45
902
$4K ﹤0.01%
105
-448
903
$4K ﹤0.01%
300
904
$4K ﹤0.01%
+167
905
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45
906
$4K ﹤0.01%
137
+37
907
$4K ﹤0.01%
140
908
$4K ﹤0.01%
124
-359
909
$4K ﹤0.01%
+61
910
$4K ﹤0.01%
91
911
$4K ﹤0.01%
83
912
$4K ﹤0.01%
137
913
$4K ﹤0.01%
50
914
$4K ﹤0.01%
13,158
915
$4K ﹤0.01%
+199
916
– –
0
917
$3K ﹤0.01%
+69
918
$3K ﹤0.01%
+17
919
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166
920
$3K ﹤0.01%
168
921
$3K ﹤0.01%
+17
922
$3K ﹤0.01%
+59
923
$3K ﹤0.01%
+222
924
$3K ﹤0.01%
+288
925
$3K ﹤0.01%
+91
35 36
37
38 39