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
1126
– –
-1,471
1127
– –
-295
1128
– –
-148
1129
– –
-1,500
1130
– –
-73
1131
– –
-134
1132
– –
-250
1133
– –
-1,000
1134
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-289
1135
– –
-133
1136
– –
-354
1137
– –
-1,000
1138
– –
-413
1139
$0 ﹤0.01%
1,625
1140
– –
-282
1141
– –
-503
1142
$0 ﹤0.01%
1
1143
– –
-4,702
1144
– –
-550
1145
– –
-4,066
1146
– –
-109
1147
$0 ﹤0.01%
2
1148
$0 ﹤0.01%
1
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