EWM

Evercore Wealth Management Portfolio holdings

AUM $6.82B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
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
+$23.6M
2
+$9.21M
3
+$8.61M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$7.03M
5
SYF icon
Synchrony
SYF
+$4.53M

Top Sells

1
+$17.5M
2
+$16.3M
3
+$14.7M
4
APO icon
Apollo Global Management
APO
+$14.2M
5
AN icon
AutoNation
AN
+$9.69M

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
651
$38K ﹤0.01%
1,000
652
$38K ﹤0.01%
685
653
$37K ﹤0.01%
346
+48
654
$37K ﹤0.01%
545
+19
655
$37K ﹤0.01%
436
-32
656
$37K ﹤0.01%
451
-1,772
657
$37K ﹤0.01%
2,870
658
$36K ﹤0.01%
970
-3,188
659
$35K ﹤0.01%
533
660
$35K ﹤0.01%
2,698
+1,048
661
$35K ﹤0.01%
1,228
662
$35K ﹤0.01%
300
663
$35K ﹤0.01%
827
-396
664
$35K ﹤0.01%
1,300
-900
665
$34K ﹤0.01%
444
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666
$34K ﹤0.01%
1,620
667
$34K ﹤0.01%
556
668
$34K ﹤0.01%
800
669
$34K ﹤0.01%
1,200
670
$34K ﹤0.01%
1,000
671
$34K ﹤0.01%
529
-100
672
$34K ﹤0.01%
190
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673
$34K ﹤0.01%
560
674
$33K ﹤0.01%
1,000
675
$33K ﹤0.01%
375
-63
25 26
27
28 29