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
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%
933
734
$18K ﹤0.01%
+425
735
$18K ﹤0.01%
776
736
$18K ﹤0.01%
1,700
737
$18K ﹤0.01%
160
738
$18K ﹤0.01%
1,131
739
$18K ﹤0.01%
171
740
$18K ﹤0.01%
150
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741
$18K ﹤0.01%
229
742
$18K ﹤0.01%
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743
$17K ﹤0.01%
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744
$16K ﹤0.01%
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745
$16K ﹤0.01%
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746
$16K ﹤0.01%
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747
$16K ﹤0.01%
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748
$16K ﹤0.01%
337
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749
$16K ﹤0.01%
400
750
$16K ﹤0.01%
+900
28 29
30
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