EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
51
$12M 0.46%
49,412
+763
52
$11.3M 0.44%
361,825
-8,150
53
$10.6M 0.41%
64,557
-5,000
54
$10.6M 0.41%
383,873
-22,175
55
$10.5M 0.4%
80,892
-3,400
56
$10.4M 0.4%
64,472
-4,970
57
$10M 0.39%
109,814
+13,267
58
$9.94M 0.38%
93,512
-3,430
59
$9.81M 0.38%
228,415
-2,835
60
$8.91M 0.34%
145,747
-11,320
61
$8.59M 0.33%
111,793
+7,140
62
$8.52M 0.33%
62,974
63
$8.46M 0.33%
71,109
-1,806
64
$8.42M 0.33%
76,151
-3,016
65
$8.11M 0.31%
240,313
+1,480
66
$7.53M 0.29%
264,244
-25,952
67
$7.49M 0.29%
103,350
-10,256
68
$7.47M 0.29%
68,606
-2,435
69
$7.39M 0.29%
133,350
-5,291
70
$7.17M 0.28%
264,878
-12,000
71
$7.13M 0.28%
142,220
+18,873
72
$6.86M 0.27%
21,604
-665
73
$6.81M 0.26%
213,671
-12,346
74
$6.76M 0.26%
121,355
-5,620
75
$6.61M 0.26%
120,420
+2,620
1 2
3
4 5