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
51
$17M 0.34%
106,258
+2,060
52
$16.6M 0.33%
250,313
-14,737
53
$16.5M 0.33%
33,644
-1,499
54
$15.7M 0.31%
43,180
-141
55
$14.5M 0.29%
226,452
-68,598
56
$13.9M 0.28%
74,014
-1,871
57
$13.5M 0.27%
99,708
+16,943
58
$12.7M 0.25%
120,775
-3,124
59
$11.9M 0.24%
109,975
+334
60
$11.8M 0.23%
52,597
-6,579
61
$11.1M 0.22%
50,187
-2,207
62
$11M 0.22%
59,111
-2,443
63
$10.9M 0.22%
299,807
-40,870
64
$10.1M 0.2%
261,912
+208,815
65
$9.96M 0.2%
20,925
-1,125
66
$9.79M 0.19%
187,980
+8,270
67
$9.78M 0.19%
132,971
-4,733
68
$9.67M 0.19%
43,865
-2,818
69
$9.28M 0.18%
48,799
-93
70
$9.2M 0.18%
68,851
-429,022
71
$9.07M 0.18%
174,163
+42,335
72
$8.35M 0.17%
37,269
-1,146
73
$8.34M 0.17%
143,479
-2,993
74
$7.99M 0.16%
162,650
+22,060
75
$7.99M 0.16%
32,782
+124
1 2
3
4 5