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
801
$12K ﹤0.01%
59
+42
802
$11K ﹤0.01%
108
803
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161
-339
804
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378
-850
805
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500
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806
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600
807
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202
808
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170
+126
809
$11K ﹤0.01%
+180
810
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203
811
$11K ﹤0.01%
450
812
$11K ﹤0.01%
1,400
813
$11K ﹤0.01%
500
814
$10K ﹤0.01%
65
815
$10K ﹤0.01%
264
-336
816
$10K ﹤0.01%
550
+378
817
$10K ﹤0.01%
613
818
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150
819
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+340
820
$10K ﹤0.01%
100
821
$10K ﹤0.01%
640
822
$10K ﹤0.01%
600
823
$10K ﹤0.01%
+374
824
$10K ﹤0.01%
+7
825
$10K ﹤0.01%
100
31 32
33
34 35