EWM

Evercore Wealth Management Portfolio holdings

AUM $6.82B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
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
+$19M
2
+$4.12M
3
+$3.53M
4
CSR
Centerspace
CSR
+$3.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.36M

Top Sells

1
+$12.7M
2
+$4.36M
3
+$4.28M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.54M
5
AMRI
Albany Molecular Research Inc
AMRI
+$2.8M

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
626
$34K ﹤0.01%
375
-135
627
$34K ﹤0.01%
800
-54
628
$34K ﹤0.01%
529
629
$34K ﹤0.01%
515
630
$34K ﹤0.01%
533
631
$33K ﹤0.01%
200
632
$33K ﹤0.01%
820
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633
$33K ﹤0.01%
685
-190
634
$33K ﹤0.01%
+1,655
635
$33K ﹤0.01%
649
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636
$33K ﹤0.01%
724
637
$32K ﹤0.01%
1,000
638
$32K ﹤0.01%
1,150
639
$31K ﹤0.01%
698
640
$31K ﹤0.01%
2,600
641
$31K ﹤0.01%
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642
$31K ﹤0.01%
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643
$30K ﹤0.01%
874
644
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645
$30K ﹤0.01%
335
646
$30K ﹤0.01%
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647
$30K ﹤0.01%
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648
$30K ﹤0.01%
1,500
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649
$29K ﹤0.01%
706
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650
$29K ﹤0.01%
762
24 25
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