EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
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 15.51%
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
– –
-4,302
429
– –
-53,548
430
– –
-4,412
431
– –
-325
432
– –
-6,110
433
– –
-10,722
434
– –
-1,869
435
– –
-2,038
436
– –
-20,000
437
– –
-24,400
438
– –
-4,434
439
– –
-1,708
440
– –
-5,410
441
– –
-2,028
442
– –
-6,013
443
– –
-3,625
444
– –
-243
445
– –
-717
446
– –
-2,443
447
– –
-2,242
14 15 16 17
18