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EWM

Evercore Wealth Management Portfolio holdings

AUM $6.36B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
951
$1K ﹤0.01%
38
952
$1K ﹤0.01%
50
953
$1K ﹤0.01%
19
954
$1K ﹤0.01%
19
955
$1K ﹤0.01%
65
956
$1K ﹤0.01%
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
$0 ﹤0.01%
9
-1,525
963
– –
-1,712
964
– –
-1,000
965
– –
-61
966
– –
-220
967
– –
-18,336
968
$0 ﹤0.01%
2
969
– –
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970
– –
-375
971
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-17
972
– –
-59
973
– –
-222
974
– –
-288
975
– –
-167
37 38
39
40 41