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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
1026
– –
-37
1027
– –
-180
1028
– –
-10
1029
– –
-3
1030
– –
-4,300
1031
– –
-10,225
1032
– –
-2,000
1033
– –
-1,500
1034
– –
-999
1035
– –
-442
1036
$0 ﹤0.01%
1,625
1037
$0 ﹤0.01%
1
1038
– –
-375
1039
– –
-1,750
1040
– –
-3,550
1041
$0 ﹤0.01%
2
1042
– –
-16
1043
– –
-13
1044
– –
-2,250
1045
– –
-2,500
1046
– –
-5,200
1047
– –
-130
1048
– –
-700
1049
– –
-383
1050
– –
-25,053
40 41
42
43 44