EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
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
– –
-32
1002
– –
-22
1003
– –
-9,470
1004
– –
-1,550
1005
– –
-2,875
1006
– –
-800
1007
– –
-1,325
1008
$0 ﹤0.01%
9
-1,525
1009
– –
-1,712
1010
– –
-875
1011
– –
-800
1012
– –
-2,300
1013
– –
-10,080
1014
– –
-2,000
1015
– –
-1,435
1016
– –
-153
1017
– –
-2,500
1018
– –
-11,000
1019
– –
-1,000
1020
– –
-1,365
1021
– –
-5,300
1022
– –
-1,000
1023
– –
-25
1024
– –
-3,200
1025
– –
-440
39 40
41
42 43