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
676
$25K ﹤0.01%
200
677
$25K ﹤0.01%
221
678
$25K ﹤0.01%
+319
679
$25K ﹤0.01%
+335
680
$25K ﹤0.01%
3,363
681
$25K ﹤0.01%
900
682
$25K ﹤0.01%
652
683
$25K ﹤0.01%
+350
684
$24K ﹤0.01%
1,000
685
$24K ﹤0.01%
+350
686
$24K ﹤0.01%
600
687
$24K ﹤0.01%
450
688
$24K ﹤0.01%
500
-15,000
689
$24K ﹤0.01%
538
-159
690
$24K ﹤0.01%
500
691
$24K ﹤0.01%
+475
692
$23K ﹤0.01%
2,103
693
$23K ﹤0.01%
1,253
+545
694
$23K ﹤0.01%
638
695
$23K ﹤0.01%
360
696
$23K ﹤0.01%
3,250
697
$23K ﹤0.01%
400
698
$22K ﹤0.01%
+265
699
$22K ﹤0.01%
+1,200
700
$22K ﹤0.01%
+255
26 27
28
29 30