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
826
$10K ﹤0.01%
613
827
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600
828
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220
829
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422
830
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300
831
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+100
832
$9K ﹤0.01%
200
-96
833
$9K ﹤0.01%
+375
834
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84
835
$9K ﹤0.01%
173
836
$9K ﹤0.01%
500
837
$9K ﹤0.01%
110
+30
838
$9K ﹤0.01%
3,250
839
$9K ﹤0.01%
43
840
$8K ﹤0.01%
148
-36
841
$8K ﹤0.01%
200
-180
842
$8K ﹤0.01%
1,000
843
$8K ﹤0.01%
191
+149
844
$8K ﹤0.01%
1,000
845
$8K ﹤0.01%
75
846
$8K ﹤0.01%
3
847
$8K ﹤0.01%
1,350
-6,180
848
$8K ﹤0.01%
100
-100
849
$8K ﹤0.01%
214
+139
850
$8K ﹤0.01%
2,500
32 33
34
35 36