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
151
$1.5M 0.06%
9,299
+489
152
$1.49M 0.06%
80,415
+2,865
153
$1.47M 0.06%
18,886
+896
154
$1.44M 0.06%
17,348
-275
155
$1.42M 0.06%
39,440
-2,382
156
$1.41M 0.06%
40,170
+6,990
157
$1.4M 0.06%
19,424
+200
158
$1.39M 0.06%
11,869
-515
159
$1.37M 0.06%
29,142
-666
160
$1.36M 0.06%
11,776
+979
161
$1.32M 0.05%
16,854
-193
162
$1.27M 0.05%
10,240
-29
163
$1.27M 0.05%
54,400
-325
164
$1.26M 0.05%
88,710
+71,460
165
$1.22M 0.05%
22,021
166
$1.22M 0.05%
21,560
-500
167
$1.21M 0.05%
34,156
+6,452
168
$1.13M 0.05%
24,276
+2,000
169
$1.09M 0.05%
14,714
-5,286
170
$1.09M 0.05%
11,752
+1,328
171
$1.05M 0.04%
8,854
-100
172
$1.04M 0.04%
53,885
-750,040
173
$1.04M 0.04%
5,772
+3,417
174
$1.03M 0.04%
49,978
-606
175
$1.02M 0.04%
16,902
+888
5 6
7
8 9