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
501
$85K ﹤0.01%
1,780
+67
502
$84K ﹤0.01%
1,075
-65
503
$84K ﹤0.01%
499
504
$84K ﹤0.01%
1,212
505
$83K ﹤0.01%
3,162
506
$83K ﹤0.01%
571
-14
507
$81K ﹤0.01%
800
508
$81K ﹤0.01%
1,096
509
$81K ﹤0.01%
1,268
510
$81K ﹤0.01%
810
-275
511
$80K ﹤0.01%
730
-50
512
$79K ﹤0.01%
21,300
513
$79K ﹤0.01%
1,073
-27
514
$78K ﹤0.01%
1,582
+252
515
$78K ﹤0.01%
423
516
$77K ﹤0.01%
1,543
+100
517
$77K ﹤0.01%
5,450
518
$76K ﹤0.01%
555
519
$76K ﹤0.01%
600
520
$76K ﹤0.01%
675
+375
521
$76K ﹤0.01%
965
+330
522
$76K ﹤0.01%
644
-48
523
$76K ﹤0.01%
+3,198
524
$74K ﹤0.01%
3,190
-2,430
525
$72K ﹤0.01%
450
19 20
21
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