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
126
$2.22M 0.09%
7,993
-331
127
$2.21M 0.09%
87,483
+1,980
128
$2.14M 0.08%
26,014
+1
129
$2.11M 0.08%
60,200
+560
130
$2.11M 0.08%
10,642
+590
131
$2.1M 0.08%
65,553
-28,500
132
$2.05M 0.08%
16,094
-1,025
133
$2.02M 0.08%
109,452
-1,480
134
$2M 0.08%
23,933
-14,536
135
$1.98M 0.08%
54,474
136
$1.98M 0.08%
82,230
-9,105
137
$1.96M 0.08%
21,195
+339
138
$1.93M 0.07%
43,804
-6,197
139
$1.92M 0.07%
14,881
-2,585
140
$1.87M 0.07%
39,626
141
$1.87M 0.07%
22,595
-750
142
$1.77M 0.07%
50,780
-225
143
$1.74M 0.07%
34,585
-1,375
144
$1.71M 0.07%
50,052
145
$1.71M 0.07%
21,818
-264
146
$1.68M 0.06%
10,391
-340
147
$1.68M 0.06%
20,137
+73
148
$1.67M 0.06%
31,305
-227,476
149
$1.65M 0.06%
13,244
150
$1.65M 0.06%
8,648
-323
4 5
6
7 8