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
351
$315K 0.01%
+2,017
352
$311K 0.01%
3,409
-1,371
353
$310K 0.01%
8,647
354
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9,034
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355
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356
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357
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-22
358
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359
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360
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361
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362
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365
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366
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367
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369
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370
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373
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374
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375
$271K 0.01%
4,434
-294
13 14
15
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