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

Top Buys

1
+$58.5M
2
+$52.2M
3
+$40.8M
4
BBY icon
Best Buy
BBY
+$8.77M
5
BAC icon
Bank of America
BAC
+$8.08M

Top Sells

1
+$57.3M
2
+$9.99M
3
+$4.39M
4
SSB icon
SouthState Bank Corp
SSB
+$3.87M
5
AAPL icon
Apple
AAPL
+$3.28M

Sector Composition

1 Technology 26.42%
2 Consumer Discretionary 15.52%
3 Financials 15.49%
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%
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-39
355
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356
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4,000
357
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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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363
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364
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366
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367
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369
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373
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374
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+2,396
375
$277K 0.01%
6,000
13 14
15
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