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
326
$280K 0.01%
3,314
-92
327
$279K 0.01%
3,577
-50
328
$278K 0.01%
3,760
-160
329
$276K 0.01%
5,400
330
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1,330
331
$263K 0.01%
5,000
332
$260K 0.01%
4,866
-1,849
333
$254K 0.01%
10,025
+1,025
334
$253K 0.01%
4,408
-470
335
$248K 0.01%
10,675
-300
336
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10,426
337
$239K 0.01%
2,255
+2,223
338
$238K 0.01%
2,630
339
$237K 0.01%
4,532
-43
340
$235K 0.01%
9,304
+3,842
341
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6,325
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342
$225K 0.01%
4,866
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343
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4,300
344
$224K 0.01%
3,684
345
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1,690
346
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14,346
347
$220K 0.01%
2,910
-75
348
$220K 0.01%
3,987
+3,460
349
$218K 0.01%
10,000
350
$217K 0.01%
13,779
12 13
14
15 16