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
601
$42K ﹤0.01%
5,000
602
$42K ﹤0.01%
483
603
$41K ﹤0.01%
2,384
-3,004
604
$41K ﹤0.01%
3,213
605
$41K ﹤0.01%
400
606
$40K ﹤0.01%
1,109
607
$40K ﹤0.01%
1,000
608
$40K ﹤0.01%
1,030
609
$40K ﹤0.01%
1,991
-402
610
$39K ﹤0.01%
1,000
611
$39K ﹤0.01%
706
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612
$39K ﹤0.01%
400
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613
$39K ﹤0.01%
1,000
614
$39K ﹤0.01%
200
615
$38K ﹤0.01%
698
616
$38K ﹤0.01%
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617
$38K ﹤0.01%
41
618
$37K ﹤0.01%
556
619
$37K ﹤0.01%
1,491
620
$36K ﹤0.01%
50
621
$36K ﹤0.01%
900
622
$36K ﹤0.01%
450
623
$36K ﹤0.01%
361
624
$36K ﹤0.01%
650
625
$35K ﹤0.01%
786
23 24
25
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