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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
1001
– –
-3,200
1002
– –
-440
1003
– –
-140
1004
– –
-38
1005
– –
-190
1006
– –
-3,444
1007
– –
-10,622
1008
– –
-42
1009
– –
-165
1010
– –
-45
1011
– –
-100
1012
– –
-4
1013
– –
-2,720
1014
– –
-91
1015
– –
-73
1016
– –
-209
1017
– –
-375
1018
– –
-14
1019
– –
-1,028
1020
– –
-28
1021
– –
-24
1022
– –
-233
1023
– –
-1,000
1024
– –
-3,243
1025
– –
-865
39 40
41
42 43