EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
26
$38.1M 1.47%
1,277,803
+45,448
27
$38M 1.47%
818,360
-34,920
28
$37.1M 1.43%
842,035
+93,852
29
$36.4M 1.41%
865,862
+25,208
30
$35.4M 1.37%
209,248
+2,366
31
$34.6M 1.34%
611,189
+6,777
32
$32.1M 1.24%
417,367
-5,740
33
$31.4M 1.21%
379,760
-14,331
34
$30.7M 1.19%
466,658
-21,799
35
$30M 1.16%
246,219
-5,340
36
$28.4M 1.1%
200,481
-369
37
$28.2M 1.09%
116,075
-3,799
38
$24.9M 0.96%
213,669
-2,640
39
$24.4M 0.94%
241,134
-11,731
40
$22.6M 0.87%
141,300
-1,217
41
$19.2M 0.74%
886,031
-154,180
42
$18.9M 0.73%
234,649
-17,606
43
$18.8M 0.73%
179,952
-10,811
44
$18.3M 0.71%
+972,167
45
$17M 0.66%
70,493
+2,765
46
$16M 0.62%
379,595
-35,466
47
$15M 0.58%
230,079
+6,957
48
$13.9M 0.54%
118,509
-2,424
49
$12.7M 0.49%
110,163
-1,044
50
$12.6M 0.49%
123,132
-1,796
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