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
401
$216K ﹤0.01%
+2,039
402
$215K ﹤0.01%
+930
403
$213K ﹤0.01%
+7,873
404
$212K ﹤0.01%
5,000
405
$211K ﹤0.01%
10,598
406
$211K ﹤0.01%
+1,653
407
$208K ﹤0.01%
+2,028
408
$206K ﹤0.01%
14,000
409
$206K ﹤0.01%
+2,242
410
$205K ﹤0.01%
+2,538
411
$204K ﹤0.01%
+1,708
412
$204K ﹤0.01%
3,409
413
$203K ﹤0.01%
+2,443
414
$202K ﹤0.01%
+4,412
415
$201K ﹤0.01%
+4,307
416
$200K ﹤0.01%
+200
417
$44K ﹤0.01%
18,000
418
$7K ﹤0.01%
10,722
419
– –
-6,819
420
– –
-2,995
421
– –
-2,412
422
– –
-27,289
423
– –
-2,368
424
– –
-7,541
425
– –
-2,000
14 15 16
17
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