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
401
$244K ﹤0.01%
3,078
-979
402
$239K ﹤0.01%
3,449
403
$239K ﹤0.01%
3,409
404
$238K ﹤0.01%
+1,174
405
$233K ﹤0.01%
14,000
406
$230K ﹤0.01%
933
+12
407
$230K ﹤0.01%
5,000
408
$224K ﹤0.01%
+4,721
409
$223K ﹤0.01%
3,211
-806
410
$223K ﹤0.01%
200
411
$222K ﹤0.01%
+4,897
412
$221K ﹤0.01%
+671
413
$220K ﹤0.01%
2,039
414
$211K ﹤0.01%
3,466
-1,176
415
$209K ﹤0.01%
930
416
$207K ﹤0.01%
1,653
417
$205K ﹤0.01%
+3,437
418
$205K ﹤0.01%
+4,181
419
$205K ﹤0.01%
+6,131
420
$203K ﹤0.01%
+1,840
421
$201K ﹤0.01%
+5,100
422
$201K ﹤0.01%
+2,104
423
$200K ﹤0.01%
+2,640
424
$198K ﹤0.01%
10,598
425
$194K ﹤0.01%
+2,791
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