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
426
$124K ﹤0.01%
686
-264
427
$124K ﹤0.01%
5,306
-735
428
$124K ﹤0.01%
5,000
429
$124K ﹤0.01%
2,270
430
$123K ﹤0.01%
618
431
$122K ﹤0.01%
1,317
-650
432
$120K ﹤0.01%
1,355
-15
433
$120K ﹤0.01%
1,710
-24
434
$120K ﹤0.01%
2,593
+756
435
$120K ﹤0.01%
11,050
-3,375
436
$120K ﹤0.01%
7,500
-500
437
$119K ﹤0.01%
6,793
+836
438
$117K ﹤0.01%
3,648
439
$116K ﹤0.01%
5,299
440
$115K ﹤0.01%
2,144
441
$115K ﹤0.01%
1,768
-26
442
$114K ﹤0.01%
1,415
443
$113K ﹤0.01%
1,500
444
$112K ﹤0.01%
7,993
-149
445
$112K ﹤0.01%
2,802
446
$112K ﹤0.01%
2,000
447
$111K ﹤0.01%
1,341
448
$110K ﹤0.01%
4,475
449
$110K ﹤0.01%
30,600
+8,240
450
$110K ﹤0.01%
2,465
16 17
18
19 20