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
276
$450K 0.01%
1,888
-68
277
$442K 0.01%
17,543
278
$442K 0.01%
25,700
279
$428K 0.01%
2,527
-134
280
$426K 0.01%
11,920
-8
281
$424K 0.01%
4,580
-390
282
$422K 0.01%
3,696
+20
283
$408K 0.01%
1,144
-146
284
$403K 0.01%
7,614
+19
285
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6,680
-424
286
$394K 0.01%
2,321
+9
287
$393K 0.01%
5,714
288
$392K 0.01%
1,459
+13
289
$392K 0.01%
3,551
+1,610
290
$392K 0.01%
5,420
-10
291
$386K 0.01%
5,015
+725
292
$384K 0.01%
1,527
+12
293
$382K 0.01%
4,780
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294
$382K 0.01%
2,859
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295
$382K 0.01%
22,199
+52
296
$378K 0.01%
26,294
+11,124
297
$373K 0.01%
+2,544
298
$358K 0.01%
3,738
+1,160
299
$357K 0.01%
7,000
300
$357K 0.01%
5,665
-17
10 11
12
13 14