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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
951
$2K ﹤0.01%
+22
952
$2K ﹤0.01%
+38
953
$2K ﹤0.01%
+160
954
$2K ﹤0.01%
41
-363
955
$2K ﹤0.01%
+120
956
$2K ﹤0.01%
+209
957
$2K ﹤0.01%
+13
958
$2K ﹤0.01%
+24
959
$2K ﹤0.01%
+61
960
$2K ﹤0.01%
+25
961
$2K ﹤0.01%
+23
962
$2K ﹤0.01%
96
-1,479
963
$2K ﹤0.01%
+66
964
$1K ﹤0.01%
+49
965
$1K ﹤0.01%
+18
966
$1K ﹤0.01%
15
-701
967
$1K ﹤0.01%
19
-136
968
$1K ﹤0.01%
+21
969
$1K ﹤0.01%
+10
970
$1K ﹤0.01%
187
-357
971
$1K ﹤0.01%
72
972
$1K ﹤0.01%
+1
973
$1K ﹤0.01%
283
974
$1K ﹤0.01%
+39
975
$1K ﹤0.01%
+26
37 38
39
40 41