EWM

Evercore Wealth Management Portfolio holdings

AUM $6.82B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
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
1001
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-1,300
1002
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-25
1003
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-275
1004
– –
-1,620
1005
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-14
1006
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-23
1007
– –
-4,699
1008
– –
-750
1009
– –
-900
1010
– –
-2,228
1011
– –
-49
1012
– –
-18
1013
– –
-45
1014
– –
-15
1015
– –
-96
1016
– –
-21
1017
– –
-71
1018
– –
-1,832
1019
– –
-1,400
1020
– –
-32
1021
– –
-5,063
1022
– –
-37
1023
– –
-6
1024
– –
-451
1025
– –
-37
39 40
41
42 43