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
201
$797K 0.03%
30,869
-232,277
202
$792K 0.03%
43,944
-2,042
203
$788K 0.03%
9,091
+5,752
204
$775K 0.03%
30,397
205
$768K 0.03%
3,436
+826
206
$762K 0.03%
16,991
-726
207
$753K 0.03%
7,427
208
$752K 0.03%
6,675
-8,550
209
$737K 0.03%
7,778
-103
210
$736K 0.03%
7,000
211
$734K 0.03%
1,998
-319
212
$728K 0.03%
6,773
-33
213
$728K 0.03%
31,305
-17,945
214
$727K 0.03%
3,680
215
$723K 0.03%
18,276
-739
216
$720K 0.03%
12,853
-515
217
$719K 0.03%
6,991
-7
218
$706K 0.03%
12,700
-1,500
219
$697K 0.03%
9,789
+2,428
220
$697K 0.03%
4,325
+825
221
$693K 0.03%
9,780
-315
222
$693K 0.03%
14,340
+35
223
$684K 0.03%
9,819
-119
224
$666K 0.03%
454
-79
225
$665K 0.03%
33,390
-2,605
7 8
9
10 11