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
951
$1K ﹤0.01%
50
952
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+100
953
$1K ﹤0.01%
19
954
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19
955
$1K ﹤0.01%
65
956
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53
957
$1K ﹤0.01%
187
958
$1K ﹤0.01%
37
959
$1K ﹤0.01%
75
960
$1K ﹤0.01%
28
961
$1K ﹤0.01%
1,500
962
– –
-446
963
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-176
964
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-39
965
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-5
966
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-166
967
$0 ﹤0.01%
400
968
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-168
969
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-375
970
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-17
971
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972
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973
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974
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975
– –
-48,800
37 38
39
40 41