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
926
$3K ﹤0.01%
+78
927
$3K ﹤0.01%
300
928
$3K ﹤0.01%
1,144
929
$3K ﹤0.01%
25
930
$3K ﹤0.01%
31
-166
931
$3K ﹤0.01%
+172
932
$3K ﹤0.01%
167
933
$3K ﹤0.01%
45
-218
934
$3K ﹤0.01%
+73
935
$3K ﹤0.01%
+28
936
$3K ﹤0.01%
700
937
$3K ﹤0.01%
75
938
$2K ﹤0.01%
+22
939
$2K ﹤0.01%
112
940
$2K ﹤0.01%
400
941
$2K ﹤0.01%
+143
942
$2K ﹤0.01%
+66
943
$2K ﹤0.01%
32
-500
944
$2K ﹤0.01%
+25
945
$2K ﹤0.01%
+23
946
$2K ﹤0.01%
96
-1,479
947
$2K ﹤0.01%
+66
948
$2K ﹤0.01%
+38
949
$2K ﹤0.01%
+32
950
$2K ﹤0.01%
41
-363
36 37
38
39 40