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
$5.05B
AUM Growth
+$416M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$58.5M
2
+$52.2M
3
+$40.8M
4
BBY icon
Best Buy
BBY
+$8.77M
5
BAC icon
Bank of America
BAC
+$8.08M

Top Sells

1
+$57.3M
2
+$9.99M
3
+$4.39M
4
SSB icon
SouthState Bank Corp
SSB
+$3.87M
5
AAPL icon
Apple
AAPL
+$3.28M

Sector Composition

1 Technology 26.42%
2 Consumer Discretionary 15.52%
3 Financials 15.49%
4 Healthcare 11.6%
5 Communication Services 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$977K 0.02%
29,730
227
$973K 0.02%
3,386
228
$972K 0.02%
17,715
229
$968K 0.02%
5,867
230
$955K 0.02%
7,398
-1,267
231
$941K 0.02%
47,832
+1,690
232
$937K 0.02%
4,620
-150
233
$913K 0.02%
10,586
+200
234
$902K 0.02%
6,014
-1,685
235
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29,565
-4,205
236
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6,812
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237
$884K 0.02%
12,148
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238
$876K 0.02%
3,694
239
$858K 0.02%
19,729
-246
240
$855K 0.02%
11,198
241
$854K 0.02%
3,459
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242
$835K 0.02%
11,388
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243
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244
$785K 0.02%
19,872
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245
$776K 0.02%
249
246
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+10,448
247
$770K 0.02%
4,473
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248
$759K 0.02%
17,782
249
$753K 0.01%
7,740
-9,212
250
$739K 0.01%
12,042
-281
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10
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