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
751
$16K ﹤0.01%
5,500
752
$15K ﹤0.01%
+500
753
$15K ﹤0.01%
+320
754
$15K ﹤0.01%
700
755
$15K ﹤0.01%
6,000
756
$15K ﹤0.01%
322
757
$15K ﹤0.01%
469
758
$15K ﹤0.01%
+74
759
$15K ﹤0.01%
250
760
$15K ﹤0.01%
543
761
$15K ﹤0.01%
+216
762
$15K ﹤0.01%
+500
763
$14K ﹤0.01%
300
-76
764
$14K ﹤0.01%
130
765
$14K ﹤0.01%
+175
766
$14K ﹤0.01%
1,123
767
$14K ﹤0.01%
298
-216
768
$14K ﹤0.01%
500
-506
769
$14K ﹤0.01%
+770
770
$14K ﹤0.01%
408
+225
771
$14K ﹤0.01%
+503
772
$14K ﹤0.01%
+275
773
$14K ﹤0.01%
500
774
$14K ﹤0.01%
+250
775
$14K ﹤0.01%
+750
29 30
31
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