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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
$2.41B
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
851
$7K ﹤0.01%
270
852
$7K ﹤0.01%
94
853
$7K ﹤0.01%
177
-414
854
$7K ﹤0.01%
108
+16
855
$7K ﹤0.01%
196
856
$7K ﹤0.01%
395
857
$7K ﹤0.01%
139
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858
$7K ﹤0.01%
200
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859
$7K ﹤0.01%
218
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860
$7K ﹤0.01%
244
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861
$7K ﹤0.01%
161
862
$7K ﹤0.01%
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$7K ﹤0.01%
156
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$7K ﹤0.01%
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865
$7K ﹤0.01%
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$7K ﹤0.01%
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$6K ﹤0.01%
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$6K ﹤0.01%
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$6K ﹤0.01%
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$6K ﹤0.01%
130
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873
$6K ﹤0.01%
1,316
-684
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$6K ﹤0.01%
100
875
$6K ﹤0.01%
105
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35
36 37