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
926
$3K ﹤0.01%
167
927
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45
928
– –
0
929
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137
930
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+250
931
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139
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932
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3
+2
933
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934
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112
935
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307
+7
936
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42
937
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50
938
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100
939
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100
940
$2K ﹤0.01%
+100
941
$2K ﹤0.01%
108
942
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100
943
$2K ﹤0.01%
+180
944
$2K ﹤0.01%
37
945
$2K ﹤0.01%
1,625
946
$2K ﹤0.01%
500
-200
947
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72
948
$1K ﹤0.01%
24
-31
949
$1K ﹤0.01%
22
-174
950
$1K ﹤0.01%
38
36 37
38
39 40