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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
976
$1K ﹤0.01%
+300
977
$1K ﹤0.01%
15
-1,672
978
$1K ﹤0.01%
38
979
$1K ﹤0.01%
20
-280
980
$1K ﹤0.01%
43
-1,022
981
$1K ﹤0.01%
47
-337
982
$1K ﹤0.01%
+14
983
$1K ﹤0.01%
+96
984
$1K ﹤0.01%
+32
985
$1K ﹤0.01%
37
-173
986
$1K ﹤0.01%
+6
987
$1K ﹤0.01%
37
-142
988
$1K ﹤0.01%
42
-72
989
$1K ﹤0.01%
+141
990
$1K ﹤0.01%
+48
991
$1K ﹤0.01%
+31
992
$1K ﹤0.01%
+73
993
$1K ﹤0.01%
+7
994
$1K ﹤0.01%
+18
995
$1K ﹤0.01%
+15
996
$1K ﹤0.01%
65
997
$1K ﹤0.01%
+28
998
$1K ﹤0.01%
+5
999
$1K ﹤0.01%
+14
1000
$1K ﹤0.01%
+37
38 39
40
41 42