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
$2.58B
AUM Growth
+$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,083
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$4.13M
3
+$3.5M
4
CSR
Centerspace
CSR
+$3.3M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.37M

Top Sells

1
+$12.1M
2
+$4.45M
3
+$3.75M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.53M
5
AMRI
Albany Molecular Research Inc
AMRI
+$3.35M

Sector Composition

1 Technology 17.77%
2 Financials 15.99%
3 Consumer Discretionary 13.64%
4 Healthcare 12.47%
5 Industrials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$510K 0.02%
5,282
252
$495K 0.02%
6,132
-1,332
253
$489K 0.02%
7,659
-1,720
254
$488K 0.02%
3,414
+1,188
255
$485K 0.02%
4,000
-23
256
$481K 0.02%
5,418
257
$481K 0.02%
7,756
-2,874
258
$481K 0.02%
30,047
259
$473K 0.02%
10,000
260
$472K 0.02%
2,129
+38
261
$472K 0.02%
6,985
262
$472K 0.02%
7,052
-8,977
263
$470K 0.02%
48,834
264
$470K 0.02%
8,621
+6,533
265
$469K 0.02%
4,679
-4,490
266
$452K 0.02%
242
-36
267
$446K 0.02%
9,212
268
$445K 0.02%
5,556
269
$438K 0.02%
2,702
270
$433K 0.02%
9,153
-4,875
271
$430K 0.02%
8,426
-94
272
$429K 0.02%
8,644
273
$426K 0.02%
6,820
+225
274
$423K 0.02%
26,775
275
$416K 0.02%
3,365
9 10
11
12 13