EWM

Evercore Wealth Management Portfolio holdings

AUM $6.82B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
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
1101
– –
-8,282
1102
– –
-3,720
1103
– –
-150
1104
– –
-3,166
1105
– –
-1,004
1106
– –
-281
1107
– –
-3,152
1108
– –
-1,471
1109
– –
-295
1110
– –
-148
1111
– –
-125
1112
– –
-1,121
1113
– –
-5
1114
– –
-1,500
1115
– –
-73
1116
– –
-134
1117
– –
-123
1118
– –
-82
1119
– –
-250
1120
– –
-700
1121
– –
-1,000
1122
– –
-289
1123
– –
-133
1124
– –
-1,711
1125
– –
-354
42 43 44
45
46