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
126
$2.22M 0.09%
34,022
-738
127
$2.19M 0.09%
130,236
-976
128
$2.17M 0.09%
25,149
-152
129
$2.12M 0.09%
38,192
+4,334
130
$1.99M 0.08%
35,997
-975
131
$1.99M 0.08%
17,250
-480
132
$1.94M 0.08%
83,985
-2,415
133
$1.91M 0.08%
27,936
-1,333
134
$1.88M 0.08%
12,861
+1,147
135
$1.85M 0.08%
20,941
-90
136
$1.81M 0.08%
21,923
+2,600
137
$1.78M 0.07%
59,780
+1,932
138
$1.76M 0.07%
10,183
+16
139
$1.72M 0.07%
15,038
+867
140
$1.7M 0.07%
23,097
-3,042
141
$1.7M 0.07%
39,626
142
$1.7M 0.07%
21,536
-64
143
$1.66M 0.07%
50,130
-125,125
144
$1.65M 0.07%
26,155
-2,726
145
$1.59M 0.07%
36,564
+17,707
146
$1.56M 0.06%
25,053
-907
147
$1.54M 0.06%
20,062
+447
148
$1.53M 0.06%
5,411
+910
149
$1.52M 0.06%
21,366
+11,214
150
$1.52M 0.06%
49,796
4 5
6
7 8