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
651
$29K ﹤0.01%
262
652
$29K ﹤0.01%
2,500
-735
653
$29K ﹤0.01%
871
-58
654
$29K ﹤0.01%
450
655
$29K ﹤0.01%
550
656
$29K ﹤0.01%
496
657
$28K ﹤0.01%
146
658
$28K ﹤0.01%
+1,189
659
$28K ﹤0.01%
785
660
$28K ﹤0.01%
790
-52
661
$28K ﹤0.01%
350
662
$28K ﹤0.01%
800
663
$28K ﹤0.01%
700
-100
664
$28K ﹤0.01%
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665
$28K ﹤0.01%
1,405
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666
$27K ﹤0.01%
300
667
$27K ﹤0.01%
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668
$27K ﹤0.01%
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669
$26K ﹤0.01%
1,173
670
$26K ﹤0.01%
260
671
$26K ﹤0.01%
1,178
-400
672
$26K ﹤0.01%
1,377
-365
673
$26K ﹤0.01%
1,000
674
$26K ﹤0.01%
539
-2,090
675
$25K ﹤0.01%
423
25 26
27
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