EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
901
$5K ﹤0.01%
+100
902
$4K ﹤0.01%
200
903
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55
904
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+346
905
$4K ﹤0.01%
232
906
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907
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-90
908
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100
909
$4K ﹤0.01%
50
910
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124
911
$4K ﹤0.01%
97
912
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83
913
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50
-505
914
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100
915
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+299
916
$4K ﹤0.01%
+309
917
$4K ﹤0.01%
+347
918
$4K ﹤0.01%
50
919
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13,158
920
$3K ﹤0.01%
69
-112
921
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91
922
$3K ﹤0.01%
78
923
$3K ﹤0.01%
56
-1,662
924
$3K ﹤0.01%
84
925
$3K ﹤0.01%
100
-100
35 36
37
38 39