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
$4.09B
AUM Growth
+$343M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$8.92M
3
+$5.53M
4
GIS icon
General Mills
GIS
+$2.77M
5
SSNC icon
SS&C Technologies
SSNC
+$2.47M

Top Sells

1
+$18.5M
2
+$12.3M
3
+$5.76M
4
MSFT icon
Microsoft
MSFT
+$2.91M
5
SSB icon
SouthState Bank Corp
SSB
+$2.55M

Sector Composition

1 Technology 27.89%
2 Consumer Discretionary 16.9%
3 Financials 13.98%
4 Healthcare 12.95%
5 Communication Services 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$766K 0.02%
3,439
+1
227
$719K 0.02%
1,286
-3
228
$718K 0.02%
12,110
-1,030
229
$714K 0.02%
19,883
-205
230
$707K 0.02%
4,015
-320
231
$704K 0.02%
6,076
+18
232
$695K 0.02%
12,530
-60
233
$686K 0.02%
232
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234
$685K 0.02%
4,118
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235
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6,298
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236
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237
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2,401
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238
$653K 0.02%
8,100
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239
$642K 0.02%
17,601
240
$639K 0.02%
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241
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17,367
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242
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17,782
243
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5,875
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244
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245
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2,699
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246
$593K 0.01%
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247
$579K 0.01%
6,410
-1,095
248
$577K 0.01%
12,880
-2,345
249
$574K 0.01%
13,069
-180
250
$573K 0.01%
12,181
-60
8 9
10
11 12