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
576
$49K ﹤0.01%
2,808
577
$49K ﹤0.01%
808
-1,329
578
$49K ﹤0.01%
779
579
$48K ﹤0.01%
600
580
$48K ﹤0.01%
518
+184
581
$48K ﹤0.01%
800
582
$48K ﹤0.01%
3,570
583
$47K ﹤0.01%
1,063
584
$47K ﹤0.01%
458
585
$47K ﹤0.01%
3,000
586
$46K ﹤0.01%
5,000
587
$45K ﹤0.01%
1,656
+1,590
588
$45K ﹤0.01%
896
589
$45K ﹤0.01%
350
590
$44K ﹤0.01%
1,075
591
$44K ﹤0.01%
601
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592
$44K ﹤0.01%
1,673
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593
$44K ﹤0.01%
895
594
$44K ﹤0.01%
2,000
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595
$44K ﹤0.01%
1,000
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596
$43K ﹤0.01%
1,950
-800
597
$43K ﹤0.01%
300
598
$43K ﹤0.01%
2,870
599
$43K ﹤0.01%
665
600
$43K ﹤0.01%
4,339
22 23
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