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
76
$6.57M 0.25%
97,356
+479
77
$6.16M 0.24%
70,689
-7,666
78
$5.93M 0.23%
41,365
-460
79
$5.91M 0.23%
54,181
+160
80
$5.89M 0.23%
121,214
-1,194
81
$5.7M 0.22%
109,724
-3,145
82
$5.65M 0.22%
48,140
-7,137
83
$5.17M 0.2%
57,090
-392
84
$5.08M 0.2%
36,605
+13
85
$5.03M 0.19%
37,114
86
$4.73M 0.18%
30,875
-3,674
87
$4.66M 0.18%
62,596
-3,097
88
$4.61M 0.18%
31,335
-1,392
89
$4.5M 0.17%
100,405
-12,573
90
$4.4M 0.17%
59,371
+1,378
91
$4.35M 0.17%
83,875
-5,205
92
$4.19M 0.16%
52,875
-5,500
93
$4.16M 0.16%
58,727
-14,156
94
$4.09M 0.16%
140,000
+120,000
95
$4.04M 0.16%
133,745
-35,956
96
$3.96M 0.15%
51,103
-657
97
$3.72M 0.14%
24,637
+2,354
98
$3.67M 0.14%
153,630
+2,436
99
$3.42M 0.13%
28,948
-6,325
100
$3.3M 0.13%
+53,093
2 3
4
5 6