EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
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
+$24.5M
2
+$8.88M
3
+$8.82M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$7.01M
5
SYF icon
Synchrony
SYF
+$5.15M

Top Sells

1
+$16.7M
2
+$15.4M
3
+$14.9M
4
APO icon
Apollo Global Management
APO
+$14.5M
5
AN icon
AutoNation
AN
+$10.2M

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
– –
-81
1027
– –
-280
1028
– –
-26
1029
– –
-230
1030
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-279
1031
– –
-25
1032
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-47
1033
$0 ﹤0.01%
4
1034
– –
-55
1035
– –
-370
1036
$0 ﹤0.01%
4
1037
– –
-2,066
1038
– –
-125
1039
– –
-1,121
1040
– –
-5
1041
– –
-123
1042
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-82
1043
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-700
1044
– –
-1,711
1045
– –
-25
1046
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-10
1047
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-21
1048
– –
-105
1049
– –
-9,000
1050
– –
-557
40 41
42
43 44