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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
1051
– –
-2,564
1052
$0 ﹤0.01%
5
1053
$0 ﹤0.01%
29
1054
– –
-50
1055
– –
-112
1056
– –
-597
1057
– –
-2,368
1058
– –
-417
1059
– –
-12,025
1060
$0 ﹤0.01%
375
1061
– –
-1
1062
– –
-176
1063
– –
-39
1064
– –
-5
1065
– –
-166
1066
$0 ﹤0.01%
400
1067
– –
-446
1068
– –
-265
1069
– –
-1,316
1070
– –
-530
1071
– –
-128
1072
– –
-2,300
1073
– –
-600
1074
– –
-2,112
1075
– –
-10,080
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