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
776
$14K ﹤0.01%
115
+75
777
$14K ﹤0.01%
43
778
$14K ﹤0.01%
+1,400
779
$13K ﹤0.01%
510
780
$13K ﹤0.01%
+337
781
$13K ﹤0.01%
153
-33
782
$13K ﹤0.01%
357
783
$13K ﹤0.01%
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784
$13K ﹤0.01%
+350
785
$13K ﹤0.01%
104
-49
786
$13K ﹤0.01%
124
787
$13K ﹤0.01%
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788
$12K ﹤0.01%
+205
789
$12K ﹤0.01%
300
790
$12K ﹤0.01%
200
791
$12K ﹤0.01%
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792
$12K ﹤0.01%
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793
$12K ﹤0.01%
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794
$12K ﹤0.01%
29
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795
$12K ﹤0.01%
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796
$12K ﹤0.01%
1,360
797
$12K ﹤0.01%
189
798
$12K ﹤0.01%
+510
799
$12K ﹤0.01%
300
800
$12K ﹤0.01%
1,000
30 31
32
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