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
1001
– –
-2,500
1002
– –
-11,000
1003
– –
-1,000
1004
– –
-1,365
1005
– –
-5,300
1006
– –
-1,000
1007
– –
-8,131
1008
– –
-1,144
1009
– –
-52
1010
– –
-25
1011
– –
-16,000
1012
– –
-440
1013
– –
-140
1014
– –
-38
1015
– –
-190
1016
– –
-3,444
1017
– –
-10,622
1018
– –
-42
1019
– –
-165
1020
– –
-45
1021
– –
-100
1022
– –
-48
1023
– –
-174
1024
– –
-5,783
1025
– –
-216
39 40
41
42 43