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
176
$1.01M 0.04%
38,135
-2,885
177
$997K 0.04%
7,094
+94
178
$995K 0.04%
32,742
179
$975K 0.04%
22,576
+2,204
180
$968K 0.04%
17,991
-1,320
181
$965K 0.04%
17,807
-1,595
182
$958K 0.04%
32,062
+2,000
183
$957K 0.04%
18,311
-2,525
184
$953K 0.04%
19,832
-12
185
$943K 0.04%
12,859
186
$939K 0.04%
8,575
-90
187
$936K 0.04%
18,304
188
$936K 0.04%
5,865
+105
189
$921K 0.04%
12,927
+1,505
190
$920K 0.04%
75,020
191
$904K 0.03%
6,274
192
$864K 0.03%
1,759
-109
193
$858K 0.03%
6,229
-1,080
194
$840K 0.03%
53,433
195
$834K 0.03%
44,553
+609
196
$805K 0.03%
17,996
197
$798K 0.03%
7,540
-33,400
198
$797K 0.03%
3,742
199
$794K 0.03%
43,641
+23,412
200
$790K 0.03%
32,574
-4,926
6 7
8
9 10