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
251
$573K 0.01%
8,979
252
$571K 0.01%
36,257
+8,753
253
$556K 0.01%
5,266
-1,476
254
$553K 0.01%
16,811
-3,977
255
$536K 0.01%
9,756
+425
256
$531K 0.01%
8,000
-3,000
257
$524K 0.01%
+4,201
258
$513K 0.01%
5,966
259
$508K 0.01%
1,070
260
$505K 0.01%
9,126
261
$505K 0.01%
5,169
+20
262
$503K 0.01%
11,662
-1,337
263
$503K 0.01%
13,222
-9
264
$501K 0.01%
2,997
+58
265
$500K 0.01%
13,100
+31
266
$486K 0.01%
1,676
-103
267
$481K 0.01%
4,125
+1,036
268
$481K 0.01%
281
+31
269
$481K 0.01%
2,510
+10
270
$480K 0.01%
2,789
-1,161
271
$476K 0.01%
2,566
+6
272
$467K 0.01%
7,857
+1,557
273
$460K 0.01%
1,411
-1
274
$459K 0.01%
29,486
-7,395
275
$455K 0.01%
3,440
+13
9 10
11
12 13