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