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
726
$19K ﹤0.01%
1,020
727
$19K ﹤0.01%
926
728
$19K ﹤0.01%
665
729
$19K ﹤0.01%
250
-2,800
730
$19K ﹤0.01%
125
731
$19K ﹤0.01%
294
732
$19K ﹤0.01%
350
733
$18K ﹤0.01%
160
734
$18K ﹤0.01%
1,131
735
$18K ﹤0.01%
171
736
$18K ﹤0.01%
150
+133
737
$18K ﹤0.01%
933
738
$18K ﹤0.01%
+425
739
$18K ﹤0.01%
776
740
$18K ﹤0.01%
229
741
$18K ﹤0.01%
1,700
742
$18K ﹤0.01%
780
-220
743
$17K ﹤0.01%
6,000
744
$16K ﹤0.01%
163
-76
745
$16K ﹤0.01%
+400
746
$16K ﹤0.01%
1,060
747
$16K ﹤0.01%
+546
748
$16K ﹤0.01%
337
-63
749
$16K ﹤0.01%
400
750
$16K ﹤0.01%
+900
28 29
30
31 32