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
551
$61K ﹤0.01%
3,000
552
$61K ﹤0.01%
10,000
-259
553
$61K ﹤0.01%
3,401
554
$60K ﹤0.01%
2,178
555
$60K ﹤0.01%
575
556
$59K ﹤0.01%
720
-2,627
557
$58K ﹤0.01%
350
558
$57K ﹤0.01%
816
559
$57K ﹤0.01%
2,500
560
$57K ﹤0.01%
464
561
$57K ﹤0.01%
590
562
$56K ﹤0.01%
4,355
563
$54K ﹤0.01%
1,000
564
$54K ﹤0.01%
581
-514
565
$54K ﹤0.01%
2,500
566
$53K ﹤0.01%
817
-102
567
$51K ﹤0.01%
1,625
+575
568
$51K ﹤0.01%
595
+220
569
$51K ﹤0.01%
3,000
-240
570
$51K ﹤0.01%
1,787
-52
571
$51K ﹤0.01%
4,000
572
$50K ﹤0.01%
1,438
573
$49K ﹤0.01%
575
574
$49K ﹤0.01%
1,000
575
$49K ﹤0.01%
238
21 22
23
24 25