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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
976
$1K ﹤0.01%
72
-686
977
$1K ﹤0.01%
50
978
$1K ﹤0.01%
74
979
$1K ﹤0.01%
75
980
$1K ﹤0.01%
28
981
$1K ﹤0.01%
1,500
982
– –
-1,832
983
– –
-1,400
984
– –
-32
985
– –
-37
986
– –
-1,045
987
– –
-1,433
988
– –
-600
989
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-400
990
– –
-28
991
– –
-16,286
992
– –
-1
993
– –
-23
994
$0 ﹤0.01%
500
995
– –
-14
996
– –
-23
997
– –
-4,699
998
– –
-750
999
– –
-900
1000
– –
-2,228
38 39
40
41 42