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
451
$109K ﹤0.01%
962
-373
452
$108K ﹤0.01%
1,536
+536
453
$107K ﹤0.01%
2,700
-570
454
$106K ﹤0.01%
1,527
455
$105K ﹤0.01%
5,598
456
$105K ﹤0.01%
3,000
-9,325
457
$105K ﹤0.01%
925
458
$104K ﹤0.01%
+945
459
$104K ﹤0.01%
3,325
460
$104K ﹤0.01%
829
-12
461
$104K ﹤0.01%
1,543
-31
462
$103K ﹤0.01%
1,640
-198
463
$103K ﹤0.01%
5,000
464
$103K ﹤0.01%
2,404
-92
465
$103K ﹤0.01%
700
466
$102K ﹤0.01%
302
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467
$102K ﹤0.01%
1,593
+521
468
$101K ﹤0.01%
1,087
469
$101K ﹤0.01%
1,610
-122
470
$97K ﹤0.01%
1,997
471
$97K ﹤0.01%
1,750
472
$96K ﹤0.01%
1,540
-24
473
$94K ﹤0.01%
2,080
474
$93K ﹤0.01%
216
+24
475
$93K ﹤0.01%
387
+367
17 18
19
20 21