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
401
$153K 0.01%
4,000
402
$152K 0.01%
9,556
403
$152K 0.01%
2,193
-1,370
404
$148K 0.01%
1,896
+40
405
$147K 0.01%
6,048
-504
406
$147K 0.01%
5,607
407
$146K 0.01%
2,250
408
$145K 0.01%
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-225
409
$144K 0.01%
4,620
-330
410
$144K 0.01%
8,000
411
$143K 0.01%
2,325
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412
$142K 0.01%
3,670
413
$142K 0.01%
1,899
-2,634
414
$141K 0.01%
8,840
415
$136K 0.01%
3,000
416
$134K 0.01%
+10,000
417
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2,270
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418
$133K 0.01%
936
419
$129K 0.01%
1,348
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420
$128K ﹤0.01%
3,700
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421
$128K ﹤0.01%
1,185
-490
422
$128K ﹤0.01%
3,260
-779
423
$127K ﹤0.01%
4,749
424
$127K ﹤0.01%
1,261
425
$124K ﹤0.01%
1,498
-31
15 16
17
18 19