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
351
$222K 0.01%
+5,000
352
$219K 0.01%
2,140
353
$218K 0.01%
1,567
-2
354
$216K 0.01%
4,600
+16
355
$216K 0.01%
13,304
356
$214K 0.01%
2,368
-2,000
357
$214K 0.01%
+1,935
358
$213K 0.01%
4,152
+42
359
$210K 0.01%
1,928
-457
360
$209K 0.01%
904
+43
361
$209K 0.01%
17,675
-1,000
362
$206K 0.01%
8,647
363
$205K 0.01%
+3,409
364
$204K 0.01%
+3,211
365
$203K 0.01%
3,449
366
$202K ﹤0.01%
22,425
367
$202K ﹤0.01%
5,906
-1,705
368
$201K ﹤0.01%
+1,310
369
$201K ﹤0.01%
+2,412
370
$201K ﹤0.01%
3,825
-1,187
371
$183K ﹤0.01%
14,000
372
$176K ﹤0.01%
10,598
373
$167K ﹤0.01%
143,138
374
$162K ﹤0.01%
16,109
+60
375
$148K ﹤0.01%
27,289
12 13 14
15
16