EWM

Evercore Wealth Management Portfolio holdings

AUM $6.82B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
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
+$19M
2
+$4.12M
3
+$3.53M
4
CSR
Centerspace
CSR
+$3.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.36M

Top Sells

1
+$12.7M
2
+$4.36M
3
+$4.28M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.54M
5
AMRI
Albany Molecular Research Inc
AMRI
+$2.8M

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%
220
852
$8K ﹤0.01%
+162
853
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+230
854
$7K ﹤0.01%
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855
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856
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857
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858
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859
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860
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144
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861
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100
863
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864
$7K ﹤0.01%
191
865
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169
866
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867
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80
-30
868
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105
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869
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870
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182
871
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238
872
$7K ﹤0.01%
100
873
$7K ﹤0.01%
+189
874
$6K ﹤0.01%
118
-27
875
$6K ﹤0.01%
+50
33 34
35
36 37