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
1026
$0 ﹤0.01%
375
1027
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-3,500
1028
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-169
1029
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-18
1030
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-3,451
1031
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-10,000
1032
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-175
1033
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-224
1034
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-361
1035
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-1,500
1036
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-42
1037
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-32
1038
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-1,880
1039
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1040
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-4,500
1041
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-256
1042
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1043
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1044
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-848
1045
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1046
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1047
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-267
1048
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-999
1049
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-3,500
1050
– –
-504
40 41
42
43 44