EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
101
$3.27M 0.13%
22,915
-7
102
$3.24M 0.13%
14,600
+6,180
103
$3.23M 0.12%
54,115
-5,850
104
$3.21M 0.12%
25,119
+1,018
105
$3.16M 0.12%
23,798
-1,637
106
$3.06M 0.12%
12
107
$3.01M 0.12%
23,195
+186
108
$2.95M 0.11%
72,343
+1,146
109
$2.95M 0.11%
36,538
-2,231
110
$2.77M 0.11%
4,705
-417
111
$2.74M 0.11%
36,589
+1,279
112
$2.7M 0.1%
19,157
+305
113
$2.69M 0.1%
40,980
-7,500
114
$2.68M 0.1%
24,135
-200
115
$2.64M 0.1%
20,856
+299
116
$2.63M 0.1%
58,902
-21,109
117
$2.62M 0.1%
67,420
-2,600
118
$2.59M 0.1%
32,225
-2,810
119
$2.54M 0.1%
50,829
+4,481
120
$2.47M 0.1%
14,334
+1,656
121
$2.46M 0.1%
27,451
-80
122
$2.42M 0.09%
62,280
-1,946
123
$2.35M 0.09%
27,128
-23
124
$2.34M 0.09%
27,278
-11,713
125
$2.27M 0.09%
15,514
+8,759
3 4
5
6 7