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
326
$263K 0.01%
8,852
-12,893
327
$259K 0.01%
2,822
+7
328
$256K 0.01%
7,541
+52
329
$255K 0.01%
2,714
-18
330
$255K 0.01%
4,153
-720
331
$251K 0.01%
4,057
-3
332
$249K 0.01%
6,410
333
$249K 0.01%
9,915
-3,122
334
$247K 0.01%
3,078
+6
335
$246K 0.01%
6,819
+20
336
$246K 0.01%
41,343
337
$244K 0.01%
18,453
338
$244K 0.01%
11,187
339
$241K 0.01%
3,200
340
$241K 0.01%
3,010
+10
341
$239K 0.01%
246
-89
342
$238K 0.01%
6,000
343
$238K 0.01%
17,694
+72
344
$237K 0.01%
939
-15
345
$231K 0.01%
4,000
346
$231K 0.01%
2,071
347
$227K 0.01%
6,850
-20
348
$222K 0.01%
+2,995
349
$222K 0.01%
+939
350
$222K 0.01%
+701
12 13
14
15 16