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
26
$76.6M 1.52%
503,381
+21,863
27
$76.2M 1.51%
1,090,974
+46,560
28
$70.4M 1.39%
308,736
+12,718
29
$69.1M 1.37%
437,458
+7,790
30
$64.8M 1.28%
176,270
+6,359
31
$60.9M 1.21%
530,555
+76,381
32
$60.4M 1.2%
152,399
+6,971
33
$58.5M 1.16%
+416,150
34
$58.2M 1.15%
171,539
-9,226
35
$52.6M 1.04%
2,218,296
+2,204,980
36
$52.3M 1.04%
1,280,433
+109,820
37
$51.9M 1.03%
904,644
+9,424
38
$51.4M 1.02%
312,660
-3,149
39
$49.3M 0.98%
139,838
+5,753
40
$46.1M 0.91%
218,757
-11,945
41
$41.5M 0.82%
146,281
+143,793
42
$40.1M 0.79%
770,787
+33,024
43
$30.9M 0.61%
77,594
-2,749
44
$30.9M 0.61%
125,424
+2,613
45
$21.6M 0.43%
663,070
+86,734
46
$20.7M 0.41%
146,215
-4,390
47
$19M 0.38%
367,321
-17,402
48
$18M 0.36%
74,186
-1,005
49
$18M 0.36%
237,054
-29,792
50
$17.1M 0.34%
262,855
+52,324
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