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
701
$22K ﹤0.01%
1,487
702
$22K ﹤0.01%
250
703
$22K ﹤0.01%
+537
704
$21K ﹤0.01%
125
-50
705
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1,000
706
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165
-240
707
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200
708
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392
709
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+317
710
$21K ﹤0.01%
374
-415
711
$21K ﹤0.01%
3,050
712
$21K ﹤0.01%
131
-1,320
713
$21K ﹤0.01%
450
714
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152
715
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750
716
$21K ﹤0.01%
216
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717
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320
718
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300
719
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214
720
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218
-100
721
$20K ﹤0.01%
+352
722
$20K ﹤0.01%
250
723
$20K ﹤0.01%
380
724
$20K ﹤0.01%
400
725
$19K ﹤0.01%
400
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