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
176
$1.01M 0.04%
30,028
-8,916
177
$1.01M 0.04%
48,800
178
$1M 0.04%
9,264
+5,217
179
$998K 0.04%
13,198
180
$980K 0.04%
19,711
-350
181
$961K 0.04%
11,240
+18
182
$940K 0.04%
19,111
+1,182
183
$929K 0.04%
18,492
-489
184
$917K 0.04%
15,062
+4,791
185
$915K 0.04%
20,650
-178
186
$903K 0.04%
6,358
-64
187
$894K 0.04%
20,004
-304
188
$887K 0.04%
13,650
189
$881K 0.04%
17,150
-6,299
190
$869K 0.04%
11,225
191
$860K 0.04%
7,260
+1,375
192
$854K 0.04%
75,020
193
$842K 0.03%
18,304
194
$836K 0.03%
32,742
195
$834K 0.03%
6,274
+4,433
196
$834K 0.03%
18,400
197
$829K 0.03%
37,513
+2,775
198
$808K 0.03%
10,995
+1,070
199
$808K 0.03%
53,433
+15,000
200
$807K 0.03%
11,722
-1,789
6 7
8
9 10