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
751
$20K ﹤0.01%
1,000
752
$20K ﹤0.01%
+750
753
$20K ﹤0.01%
3,050
754
$20K ﹤0.01%
450
755
$19K ﹤0.01%
442
756
$19K ﹤0.01%
+214
757
$19K ﹤0.01%
1,000
758
$19K ﹤0.01%
926
759
$18K ﹤0.01%
125
760
$18K ﹤0.01%
827
761
$18K ﹤0.01%
703
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762
$18K ﹤0.01%
330
+30
763
$18K ﹤0.01%
1,131
764
$18K ﹤0.01%
175
-125
765
$18K ﹤0.01%
152
766
$18K ﹤0.01%
6,000
767
$17K ﹤0.01%
240
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768
$17K ﹤0.01%
416
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769
$17K ﹤0.01%
+1,125
770
$17K ﹤0.01%
500
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771
$17K ﹤0.01%
250
-375
772
$17K ﹤0.01%
442
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773
$16K ﹤0.01%
376
+76
774
$16K ﹤0.01%
173
+73
775
$16K ﹤0.01%
400
29 30
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32 33