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
476
$93K ﹤0.01%
3,300
477
$93K ﹤0.01%
1,200
478
$92K ﹤0.01%
4,000
479
$92K ﹤0.01%
1,775
480
$92K ﹤0.01%
1,690
481
$92K ﹤0.01%
2,064
+590
482
$91K ﹤0.01%
2,400
483
$91K ﹤0.01%
650
-227
484
$91K ﹤0.01%
2,110
-1,725
485
$91K ﹤0.01%
600
-157
486
$90K ﹤0.01%
7,650
487
$90K ﹤0.01%
1,393
-500
488
$90K ﹤0.01%
3,000
489
$90K ﹤0.01%
1,888
490
$89K ﹤0.01%
735
491
$89K ﹤0.01%
1,660
-1,235
492
$89K ﹤0.01%
2,500
-230
493
$88K ﹤0.01%
1,000
-273
494
$88K ﹤0.01%
1,000
495
$87K ﹤0.01%
1,900
496
$87K ﹤0.01%
2,075
+2,000
497
$86K ﹤0.01%
6,703
-2,524
498
$85K ﹤0.01%
2,231
-20
499
$85K ﹤0.01%
1,641
-7,107
500
$85K ﹤0.01%
6,030
18 19
20
21 22