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
351
$216K 0.01%
3,950
+350
352
$215K 0.01%
2,559
-140
353
$215K 0.01%
+3,950
354
$213K 0.01%
2,020
+1,775
355
$206K 0.01%
3,302
356
$204K 0.01%
1,915
+814
357
$203K 0.01%
4,470
+175
358
$202K 0.01%
14,000
359
$202K 0.01%
4,316
360
$202K 0.01%
1,665
+125
361
$202K 0.01%
7,645
362
$201K 0.01%
2,805
363
$201K 0.01%
3,096
+303
364
$200K 0.01%
1,854
365
$200K 0.01%
4,072
366
$199K 0.01%
6,246
367
$199K 0.01%
1,181
368
$198K 0.01%
1,496
+105
369
$198K 0.01%
2,210
370
$197K 0.01%
2,895
371
$196K 0.01%
5,000
372
$195K 0.01%
2,500
+189
373
$195K 0.01%
6,675
+475
374
$193K 0.01%
2,299
375
$187K 0.01%
3,729
+1,166
13 14
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