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
951
$2K ﹤0.01%
+120
952
$2K ﹤0.01%
108
-582
953
$2K ﹤0.01%
460
954
$2K ﹤0.01%
+209
955
$2K ﹤0.01%
+13
956
$2K ﹤0.01%
+24
957
$2K ﹤0.01%
+61
958
$2K ﹤0.01%
+48
959
$2K ﹤0.01%
37
-159
960
$2K ﹤0.01%
75
961
$2K ﹤0.01%
+86
962
$2K ﹤0.01%
1,500
-1,700
963
$2K ﹤0.01%
49
-827
964
$1K ﹤0.01%
15
-1,672
965
$1K ﹤0.01%
38
966
$1K ﹤0.01%
20
-280
967
$1K ﹤0.01%
43
-1,022
968
$1K ﹤0.01%
+18
969
$1K ﹤0.01%
37
-142
970
$1K ﹤0.01%
42
-72
971
$1K ﹤0.01%
+141
972
$1K ﹤0.01%
+48
973
$1K ﹤0.01%
65
974
$1K ﹤0.01%
+5
975
$1K ﹤0.01%
+14
37 38
39
40 41