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
351
$322K 0.01%
4,852
-1,196
352
$321K 0.01%
2,006
353
$320K 0.01%
1,935
354
$317K 0.01%
2,072
-39
355
$315K 0.01%
11,187
-399
356
$312K 0.01%
4,000
357
$311K 0.01%
3,067
358
$309K 0.01%
1,955
-443
359
$309K 0.01%
3,978
-186
360
$308K 0.01%
13,171
361
$303K 0.01%
+13,110
362
$300K 0.01%
1,033
-182
363
$300K 0.01%
15,000
364
$297K 0.01%
1,364
-761
365
$296K 0.01%
7,873
366
$295K 0.01%
18,420
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367
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3,411
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368
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369
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8,452
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370
$290K 0.01%
13,775
371
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4,026
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372
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3,200
373
$281K 0.01%
2,071
-1,025
374
$277K 0.01%
+2,396
375
$277K 0.01%
6,000
13 14
15
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