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
1126
– –
-1,000
1127
– –
-413
1128
$0 ﹤0.01%
1,625
1129
– –
-282
1130
– –
-503
1131
$0 ﹤0.01%
1
1132
– –
-4,702
1133
– –
-550
1134
– –
-4,066
1135
– –
-109
1136
$0 ﹤0.01%
2
1137
$0 ﹤0.01%
1
1138
– –
-99
1139
– –
-330
1140
– –
-250
1141
– –
-9,000
1142
– –
-557
1143
– –
-1,042
1144
– –
-100
1145
– –
-222
1146
$0 ﹤0.01%
+5
1147
– –
-1,044
1148
– –
-700
42 43 44 45
46