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
– –
-130
1102
– –
-100
1103
– –
-264
1104
– –
-2,118
1105
– –
-550
1106
– –
-4,000
1107
– –
-176
1108
– –
-2,030
1109
– –
-3,594
1110
– –
-700
1111
– –
-1,750
1112
– –
-5,460
1113
– –
-2,223
1114
– –
-1,200
1115
– –
-241
1116
$0 ﹤0.01%
+4
1117
$0 ﹤0.01%
19
-24
1118
– –
-374
1119
– –
-8,282
1120
– –
-3,720
1121
– –
-150
1122
– –
-3,166
1123
– –
-1,004
1124
– –
-281
1125
– –
-3,152
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