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
151
$1.64M 0.06%
39,690
-500
152
$1.62M 0.06%
27,795
-36
153
$1.61M 0.06%
18,137
-8,255
154
$1.6M 0.06%
9,458
-771
155
$1.52M 0.06%
27,401
+196
156
$1.51M 0.06%
21,799
-2,084
157
$1.51M 0.06%
16,070
-856
158
$1.5M 0.06%
12,042
-250
159
$1.41M 0.05%
14,879
-195
160
$1.4M 0.05%
22,021
161
$1.39M 0.05%
5,126
-241
162
$1.39M 0.05%
55,297
+897
163
$1.29M 0.05%
23,387
-6,939
164
$1.25M 0.05%
19,000
-200
165
$1.25M 0.05%
15,991
-5,480
166
$1.24M 0.05%
27,451
-1,063
167
$1.19M 0.05%
31,100
-940
168
$1.18M 0.05%
26,847
-1,950
169
$1.17M 0.05%
80,310
170
$1.17M 0.05%
15,204
-3,764
171
$1.1M 0.04%
17,029
+149
172
$1.08M 0.04%
22,056
-100
173
$1.07M 0.04%
9,935
-2,478
174
$1.01M 0.04%
8,524
-20
175
$1.01M 0.04%
13,650
5 6
7
8 9