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EWM

Evercore Wealth Management Portfolio holdings

AUM $6.36B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.55B
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,085
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$22.8M
3
+$8.4M
4
BLK icon
Blackrock
BLK
+$8.32M
5
SYF icon
Synchrony
SYF
+$5.19M

Top Sells

1
+$21.3M
2
+$11.3M
3
+$10.8M
4
ANSS
Ansys
ANSS
+$5.1M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.42M

Sector Composition

1 Technology 17.6%
2 Financials 15.49%
3 Consumer Discretionary 14.32%
4 Healthcare 11.93%
5 Real Estate 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$10K ﹤0.01%
+265
827
$10K ﹤0.01%
+200
828
$10K ﹤0.01%
202
829
$10K ﹤0.01%
422
830
$10K ﹤0.01%
300
831
$9K ﹤0.01%
145
-18
832
$9K ﹤0.01%
200
833
$9K ﹤0.01%
+446
834
$9K ﹤0.01%
173
835
$9K ﹤0.01%
394
836
$9K ﹤0.01%
1,360
+900
837
$9K ﹤0.01%
100
838
$9K ﹤0.01%
613
839
$9K ﹤0.01%
161
840
$8K ﹤0.01%
+151
841
$8K ﹤0.01%
156
842
$8K ﹤0.01%
182
-32
843
$8K ﹤0.01%
1,000
844
$8K ﹤0.01%
+450
845
$8K ﹤0.01%
+28
846
$8K ﹤0.01%
220
847
$8K ﹤0.01%
100
848
$8K ﹤0.01%
92
-16
849
$7K ﹤0.01%
+150
850
$7K ﹤0.01%
191
32 33
34
35 36