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
301
$351K 0.01%
4,640
+90
302
$349K 0.01%
3,600
-1,740
303
$346K 0.01%
15,000
304
$343K 0.01%
2,398
+90
305
$343K 0.01%
+2,000
306
$342K 0.01%
2,825
307
$342K 0.01%
1,549
-10
308
$329K 0.01%
5,558
-970
309
$327K 0.01%
+3,775
310
$320K 0.01%
1,447
-15
311
$315K 0.01%
10,663
312
$314K 0.01%
7,190
+20
313
$308K 0.01%
2,531
+74
314
$301K 0.01%
5,685
+6
315
$301K 0.01%
842
-56
316
$301K 0.01%
4,689
+789
317
$299K 0.01%
6,667
+30
318
$292K 0.01%
2,698
+88
319
$290K 0.01%
4,728
+20
320
$287K 0.01%
3,620
+20
321
$285K 0.01%
7,854
+700
322
$270K 0.01%
8,502
323
$269K 0.01%
2,036
+9
324
$267K 0.01%
13,171
325
$264K 0.01%
1,207
-7
11 12
13
14 15