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
1026
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1027
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1028
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1029
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-3,444
1030
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1031
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1032
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1033
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1034
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1035
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1036
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-5,783
1037
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1038
$0 ﹤0.01%
4
1039
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-31
1040
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-2,000
1041
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-73
1042
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-4
1043
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-2,720
1044
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-91
1045
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-73
1046
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1047
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-375
1048
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-14
1049
– –
-1,028
1050
– –
-28
40 41
42
43 44