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
1
$84.5M 3.26%
2,347,496
-44,868
2
$71.8M 2.77%
386,969
-10,410
3
$69.7M 2.69%
574,020
-11,063
4
$68.4M 2.64%
992,915
-17,206
5
$63.2M 2.44%
412,246
-7,849
6
$60.9M 2.35%
459,989
-20,329
7
$60.3M 2.33%
414,478
-9,017
8
$58.9M 2.27%
1,217,040
+6,740
9
$58.1M 2.24%
1,595,715
-40,234
10
$57.3M 2.21%
328,418
-4,013
11
$55.9M 2.16%
511,077
-40,671
12
$52.1M 2.01%
548,828
+202
13
$50.8M 1.96%
1,117,880
-21,620
14
$50.6M 1.95%
1,516,840
-30,335
15
$47.5M 1.84%
1,316,976
-52,014
16
$46.7M 1.8%
1,392,811
-13,493
17
$46.4M 1.79%
374,767
+1,994
18
$44.9M 1.74%
194,093
-3,886
19
$44.8M 1.73%
794,702
-21,401
20
$43.2M 1.67%
248,346
-897
21
$41.8M 1.62%
316,317
-2,624
22
$41M 1.59%
700,754
-6,051
23
$40.5M 1.56%
70,992
-6,574
24
$39.1M 1.51%
92,610
+342
25
$38.3M 1.48%
649,878
+2,091
1
2 3 4 5