EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
76
$6.13M 0.25%
20,307
-2,630
77
$6.08M 0.25%
60,160
-5,153
78
$5.43M 0.23%
98,868
+20,630
79
$5.43M 0.22%
34,207
+1,472
80
$5.37M 0.22%
139,574
-1,394
81
$5.24M 0.22%
42,768
-1,281
82
$5.13M 0.21%
56,088
+4,657
83
$5.04M 0.21%
176,750
-18,100
84
$4.91M 0.2%
127,700
+9,715
85
$4.9M 0.2%
71,025
+1,600
86
$4.86M 0.2%
94,700
-1,747
87
$4.67M 0.19%
36,192
-1
88
$4.67M 0.19%
112,540
-9,580
89
$4.64M 0.19%
54,919
+100
90
$4.52M 0.19%
102,300
-10,104
91
$4.51M 0.19%
68,990
-1,107
92
$4.43M 0.18%
37,011
-81
93
$4.39M 0.18%
64,997
-1,932
94
$4.28M 0.18%
93,723
+13,845
95
$4.05M 0.17%
75,963
+9,085
96
$3.93M 0.16%
55,204
-3,633
97
$3.91M 0.16%
32,135
+552
98
$3.86M 0.16%
87,293
+59,099
99
$3.81M 0.16%
34,780
-6,647
100
$3.8M 0.16%
43,562
-5,205
2 3
4
5 6