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
101
$3.8M 0.16%
171,547
-696,595
102
$3.44M 0.14%
44,377
-662
103
$3.33M 0.14%
59,722
-170
104
$3.32M 0.14%
42,049
-1,199
105
$3.18M 0.13%
27,110
+2,948
106
$3.09M 0.13%
23,484
-80
107
$3.07M 0.13%
30,000
108
$3.02M 0.13%
52,780
+11,800
109
$2.93M 0.12%
12
110
$2.85M 0.12%
81,906
-236
111
$2.76M 0.11%
23,817
-1,819
112
$2.74M 0.11%
37,291
-1,002
113
$2.59M 0.11%
21,149
-1,377
114
$2.54M 0.11%
18,872
-8,038
115
$2.54M 0.11%
36,824
+2,318
116
$2.52M 0.1%
106,661
-110,000
117
$2.51M 0.1%
21,798
-2,500
118
$2.46M 0.1%
31,684
-409
119
$2.45M 0.1%
68,450
-24,662
120
$2.35M 0.1%
67,974
+4,478
121
$2.32M 0.1%
46,177
-6,940
122
$2.31M 0.1%
98,908
123
$2.31M 0.1%
5,514
-160
124
$2.28M 0.09%
20,550
-1,529
125
$2.23M 0.09%
8,904
-155
3 4
5
6 7