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
301
$346K 0.01%
12,360
-11,750
302
$345K 0.01%
11,385
-6,476
303
$344K 0.01%
4,275
+275
304
$340K 0.01%
10,988
305
$340K 0.01%
4,331
306
$339K 0.01%
347
-5
307
$338K 0.01%
11,263
+331
308
$335K 0.01%
3,334
-22
309
$334K 0.01%
2,821
-100
310
$333K 0.01%
1,236
311
$332K 0.01%
13,885
+550
312
$325K 0.01%
8,163
-149
313
$319K 0.01%
6,045
-675
314
$316K 0.01%
6,086
315
$315K 0.01%
4,490
316
$311K 0.01%
6,906
-8,124
317
$310K 0.01%
9,655
+4,655
318
$307K 0.01%
17,543
319
$306K 0.01%
9,500
320
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2,748
321
$291K 0.01%
6,435
322
$287K 0.01%
4,248
323
$284K 0.01%
7,359
-6,600
324
$284K 0.01%
900
-200
325
$280K 0.01%
4,955
-4,300
11 12
13
14 15