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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
1026
– –
-3,068
1027
– –
-5,000
1028
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-81
1029
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0
1030
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-425
1031
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-280
1032
– –
-26
1033
– –
-230
1034
– –
-158
1035
– –
-984
1036
– –
-727
1037
– –
-57
1038
– –
-913
1039
– –
-550
1040
– –
-47
1041
– –
-4,000
1042
– –
-5,460
1043
– –
-354
1044
– –
-1,000
1045
– –
-413
1046
$0 ﹤0.01%
1,625
1047
– –
-282
1048
– –
-503
1049
$0 ﹤0.01%
1
1050
– –
-4,702
40 41
42
43 44