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
1
$74.2M 3.07%
463,407
-14,894
2
$71M 2.94%
2,450,356
-36,776
3
$63.2M 2.62%
1,016,511
-7,364
4
$61.6M 2.55%
77,971
-81
5
$61.3M 2.54%
594,110
-11,108
6
$56.7M 2.35%
422,550
+3,671
7
$56.6M 2.34%
577,221
-51,836
8
$56.3M 2.33%
426,351
-7,559
9
$52.3M 2.17%
1,659,909
-22,625
10
$51.8M 2.15%
1,378,664
-21,080
11
$50.9M 2.11%
481,963
+41,120
12
$45.2M 1.87%
320,674
+28,002
13
$44.9M 1.86%
570,477
-51,423
14
$44.2M 1.83%
1,145,240
-23,600
15
$43.4M 1.8%
1,157,120
+235,120
16
$43.3M 1.79%
369,375
+2,533
17
$41.9M 1.74%
1,393,975
+130,592
18
$41.7M 1.73%
1,542,253
-21,417
19
$40.5M 1.68%
482,320
-4,574
20
$39.4M 1.63%
1,087,603
+141,858
21
$38.6M 1.6%
815,175
-3,247
22
$37.3M 1.55%
249,907
-384
23
$36.9M 1.53%
320,550
-2,027
24
$36.9M 1.53%
201,657
-2,748
25
$36.4M 1.51%
223,514
-7,951
1
2 3 4 5