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
$5.05B
AUM Growth
+$416M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$50.1M
3
+$37M
4
BBY icon
Best Buy
BBY
+$8.55M
5
AMT icon
American Tower
AMT
+$7.38M

Top Sells

1
+$47.3M
2
+$8.93M
3
+$4.09M
4
SSB icon
SouthState Bank Corp
SSB
+$3.87M
5
AAPL icon
Apple
AAPL
+$3.44M

Sector Composition

1 Technology 26.42%
2 Consumer Discretionary 15.51%
3 Financials 15.5%
4 Healthcare 11.6%
5 Communication Services 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$395K 0.01%
26,294
327
$389K 0.01%
4,361
-310
328
$388K 0.01%
7,170
329
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331
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340
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341
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342
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343
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346
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348
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349
$333K 0.01%
2,825
350
$333K 0.01%
8,091
12 13
14
15 16