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
51
$14.8M 0.36%
375,914
-18,707
52
$14M 0.34%
45,434
-2,093
53
$11.8M 0.29%
340,299
+1,084
54
$11.4M 0.28%
82,227
+135
55
$11.3M 0.28%
60,426
-80
56
$10.9M 0.27%
150,986
-9,106
57
$10.8M 0.26%
136,750
-3,992
58
$10.4M 0.25%
74,307
-385
59
$9.55M 0.23%
109,019
-418
60
$9.31M 0.23%
47,268
-6,566
61
$9.29M 0.23%
62,784
+240
62
$9M 0.22%
35,811
+259
63
$8.57M 0.21%
51,446
-3,811
64
$8.28M 0.2%
37,705
-522
65
$8.15M 0.2%
49,128
-536
66
$8.13M 0.2%
136,664
-2,462
67
$7.91M 0.19%
23,345
-564
68
$7.48M 0.18%
206,516
+60
69
$7.46M 0.18%
29,348
-11
70
$7.39M 0.18%
49,325
-3,628
71
$6.91M 0.17%
33,148
-119
72
$6.77M 0.17%
33,873
+776
73
$6.62M 0.16%
34,253
-2,426
74
$6.54M 0.16%
109,474
-4,562
75
$6.44M 0.16%
68,696
-550
1 2
3
4 5