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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
1026
– –
-72
1027
– –
-1,000
1028
– –
-10,000
1029
– –
-375
1030
– –
-55
1031
– –
-69
1032
– –
-661
1033
– –
-1,800
1034
– –
-500
1035
– –
-48
1036
– –
-9
1037
– –
-715
1038
$0 ﹤0.01%
1
1039
– –
-283
1040
– –
-270
1041
– –
-50
1042
– –
-955
1043
– –
-94
1044
$0 ﹤0.01%
24
-50
1045
– –
-199
1046
– –
-500
1047
– –
-1,047
1048
– –
-3,950
1049
– –
-1,159
1050
– –
-2,095
40 41
42
43 44