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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
901
$4K ﹤0.01%
+1,000
902
$4K ﹤0.01%
20
-11
903
$4K ﹤0.01%
25
904
$4K ﹤0.01%
232
-7,350
905
$4K ﹤0.01%
+50
906
$4K ﹤0.01%
+2,000
907
$4K ﹤0.01%
124
-50
908
$4K ﹤0.01%
97
-45
909
$4K ﹤0.01%
82
910
$4K ﹤0.01%
50
911
$4K ﹤0.01%
199
912
$4K ﹤0.01%
112
913
$4K ﹤0.01%
100
-32
914
$3K ﹤0.01%
222
915
$3K ﹤0.01%
100
-56
916
$3K ﹤0.01%
168
917
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17
918
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59
919
$3K ﹤0.01%
288
920
$3K ﹤0.01%
91
921
$3K ﹤0.01%
78
922
$3K ﹤0.01%
32
923
$3K ﹤0.01%
300
924
$3K ﹤0.01%
1,144
925
$3K ﹤0.01%
+84
35 36
37
38 39