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
851
$8K ﹤0.01%
+131
852
$8K ﹤0.01%
220
853
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+230
854
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855
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400
856
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+670
857
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858
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200
860
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100
861
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862
$7K ﹤0.01%
191
863
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169
864
$7K ﹤0.01%
+355
865
$7K ﹤0.01%
75
866
$7K ﹤0.01%
+326
867
$7K ﹤0.01%
80
-30
868
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105
-507
869
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+150
870
$7K ﹤0.01%
182
871
$7K ﹤0.01%
238
872
$7K ﹤0.01%
100
873
$7K ﹤0.01%
+189
874
$6K ﹤0.01%
700
-300
875
$6K ﹤0.01%
118
-27
33 34
35
36 37