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
276
$414K 0.02%
4,908
-158
277
$411K 0.02%
11,345
-18,600
278
$405K 0.02%
2,151
-50
279
$397K 0.02%
15,018
280
$394K 0.02%
3,055
281
$393K 0.02%
8,678
-950
282
$391K 0.02%
6,757
283
$388K 0.02%
9,399
284
$385K 0.01%
17,760
285
$383K 0.01%
5,766
-2,267
286
$377K 0.01%
7,743
287
$377K 0.01%
18,460
+18,038
288
$376K 0.01%
3,058
289
$375K 0.01%
6,270
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290
$375K 0.01%
13,699
291
$374K 0.01%
16,841
292
$373K 0.01%
13,463
+1,725
293
$372K 0.01%
8,357
-1,668
294
$372K 0.01%
20,000
+5,000
295
$367K 0.01%
9,020
-1,400
296
$364K 0.01%
7,599
-1,140
297
$361K 0.01%
2,920
298
$355K 0.01%
6,652
299
$347K 0.01%
400
300
$347K 0.01%
13,000
10 11
12
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