EWM

Evercore Wealth Management Portfolio holdings

AUM $6.82B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.63B
AUM Growth
+$545M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$7.29M
3
+$4.3M
4
AMZN icon
Amazon
AMZN
+$3.65M
5
SSB icon
SouthState Bank Corp
SSB
+$3.52M

Top Sells

1
+$3.07M
2
+$2.88M
3
+$2.75M
4
CVX icon
Chevron
CVX
+$2.19M
5
IDXX icon
Idexx Laboratories
IDXX
+$1.47M

Sector Composition

1 Technology 28.06%
2 Consumer Discretionary 15.49%
3 Financials 15.34%
4 Healthcare 12.32%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
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2,593
+66
277
$532K 0.01%
9,978
-1,937
278
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281
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282
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283
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284
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285
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287
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288
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289
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9,126
290
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291
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293
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4,363
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294
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295
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296
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6,013
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297
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298
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+8,293
299
$469K 0.01%
1,617
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300
$459K 0.01%
21,017
-8,469
10 11
12
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