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
1001
$1K ﹤0.01%
283
1002
$1K ﹤0.01%
37
1003
$1K ﹤0.01%
+13
1004
$1K ﹤0.01%
50
1005
$1K ﹤0.01%
74
1006
$1K ﹤0.01%
+75
1007
$1K ﹤0.01%
23
-121
1008
$1K ﹤0.01%
28
1009
$1K ﹤0.01%
500
1010
$1K ﹤0.01%
29
-1
1011
– –
-99
1012
– –
-330
1013
– –
-250
1014
– –
-1,300
1015
– –
-222
1016
– –
-500
1017
– –
-15,000
1018
– –
-7,100
1019
– –
-3,000
1020
– –
-1
1021
– –
-361
1022
– –
-1,880
1023
– –
-800
1024
– –
-2,182
1025
– –
-470
39 40
41
42 43