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
426
$99K ﹤0.01%
+12,852
427
$52K ﹤0.01%
10,000
-8,000
428
– –
-4,412
429
– –
-1,869
430
– –
-2,038
431
– –
-20,000
432
– –
-24,400
433
– –
-4,434
434
– –
-1,708
435
– –
-5,410
436
– –
-2,028
437
– –
-6,013
438
– –
-3,625
439
– –
-243
440
– –
-717
441
– –
-4,302
442
– –
-53,548
443
– –
-2,443
444
– –
-2,242
445
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-325
446
– –
-6,110
447
– –
-10,722
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