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
$2.41B
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
1026
– –
-105
1027
– –
-279
1028
– –
-25
1029
– –
-47
1030
$0 ﹤0.01%
4
1031
– –
-2,066
1032
– –
-705
1033
– –
-1
1034
– –
-3,500
1035
– –
-169
1036
– –
-18
1037
– –
-3,451
1038
– –
-10,000
1039
– –
-175
1040
– –
-224
1041
– –
-361
1042
– –
-1,500
1043
– –
-42
1044
– –
-32
1045
– –
-1,880
1046
– –
-800
1047
– –
-4,500
1048
– –
-256
1049
– –
-2,182
1050
– –
-470
40 41
42
43 44