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
376
$268K 0.01%
17,694
377
$268K 0.01%
46,327
+4,984
378
$267K 0.01%
+13,316
379
$266K 0.01%
+2,038
380
$266K 0.01%
+2,216
381
$265K 0.01%
+1,219
382
$261K 0.01%
18,452
-1
383
$255K 0.01%
7,752
-750
384
$255K 0.01%
22,425
385
$255K 0.01%
+4,302
386
$252K 0.01%
921
-18
387
$251K 0.01%
243
-3
388
$251K 0.01%
+8,091
389
$250K 0.01%
+20,041
390
$244K 0.01%
5,743
-163
391
$242K 0.01%
2,140
392
$231K 0.01%
3,449
393
$231K 0.01%
3,825
394
$230K 0.01%
+1,318
395
$224K ﹤0.01%
1,154
-156
396
$221K ﹤0.01%
+1,866
397
$218K ﹤0.01%
+4,642
398
$218K ﹤0.01%
717
+16
399
$217K ﹤0.01%
+840
400
$216K ﹤0.01%
+1,268
14 15
16
17 18