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
1101
– –
-413
1102
$0 ﹤0.01%
1,625
1103
– –
-3,500
1104
– –
-169
1105
– –
-18
1106
– –
-3,451
1107
– –
-10,000
1108
– –
-175
1109
– –
-224
1110
– –
-361
1111
– –
-1,500
1112
– –
-42
1113
– –
-32
1114
– –
-1,880
1115
– –
-800
1116
– –
-4,500
1117
– –
-256
1118
– –
-2,182
1119
– –
-470
1120
– –
-848
1121
– –
-3,500
1122
– –
-504
1123
– –
-8,500
1124
– –
-400
1125
– –
-588
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