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
$4.09B
AUM Growth
+$343M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$8.92M
3
+$5.53M
4
GIS icon
General Mills
GIS
+$2.77M
5
SSNC icon
SS&C Technologies
SSNC
+$2.47M

Top Sells

1
+$18.5M
2
+$12.3M
3
+$5.76M
4
MSFT icon
Microsoft
MSFT
+$2.91M
5
SSB icon
SouthState Bank Corp
SSB
+$2.55M

Sector Composition

1 Technology 27.89%
2 Consumer Discretionary 16.9%
3 Financials 13.98%
4 Healthcare 12.95%
5 Communication Services 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$59.3M 1.45%
181,330
-733
27
$58.4M 1.43%
470,686
+17,228
28
$56.2M 1.37%
469,765
+74,609
29
$53.3M 1.3%
281,343
+29,206
30
$49.7M 1.22%
427,928
+2,687
31
$48.2M 1.18%
143,951
-2,589
32
$47M 1.15%
132,381
+1,335
33
$46.5M 1.14%
312,037
+1,763
34
$46.3M 1.13%
415,711
-166,666
35
$43.6M 1.07%
897,854
-15,614
36
$39.8M 0.97%
234,136
+2,620
37
$38.6M 0.95%
1,133,042
+18,774
38
$38.1M 0.93%
396,042
+235,351
39
$29.4M 0.72%
494,983
+18,758
40
$28.5M 0.7%
122,781
-1,224
41
$24.5M 0.6%
704,122
+3,632
42
$24.4M 0.6%
72,517
-520
43
$20.8M 0.51%
149,877
-135
44
$20.1M 0.49%
559,547
+4,814
45
$18.5M 0.45%
104,629
+7,750
46
$18.2M 0.45%
285,999
-25,366
47
$16.4M 0.4%
317,076
-4,130
48
$16.1M 0.39%
74,064
+11
49
$15.6M 0.38%
280,291
-18,100
50
$15.1M 0.37%
38,434
-3,382
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