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
526
$72K ﹤0.01%
975
527
$72K ﹤0.01%
2,272
+376
528
$72K ﹤0.01%
782
-109
529
$71K ﹤0.01%
1,391
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530
$70K ﹤0.01%
432
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531
$70K ﹤0.01%
1,265
+265
532
$70K ﹤0.01%
1,500
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533
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2,000
534
$69K ﹤0.01%
1,230
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535
$68K ﹤0.01%
1,230
536
$67K ﹤0.01%
505
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537
$66K ﹤0.01%
700
538
$66K ﹤0.01%
1,340
539
$66K ﹤0.01%
+2,000
540
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541
$65K ﹤0.01%
3,000
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542
$64K ﹤0.01%
928
543
$64K ﹤0.01%
1,044
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544
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1,370
545
$64K ﹤0.01%
445
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546
$64K ﹤0.01%
1,186
547
$64K ﹤0.01%
700
548
$63K ﹤0.01%
1,118
+300
549
$62K ﹤0.01%
687
+293
550
$62K ﹤0.01%
6,000
+2,000
20 21
22
23 24