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
76
$6.26M 0.15%
46,761
-422
77
$6.16M 0.15%
150,558
-140,734
78
$6.15M 0.15%
165,945
+315
79
$6.11M 0.15%
31,992
-282
80
$6.06M 0.15%
99,700
+1,500
81
$5.82M 0.14%
96,585
-6,606
82
$5.79M 0.14%
48,076
-305
83
$5.61M 0.14%
113,531
-2,858
84
$5.6M 0.14%
129,528
+7,540
85
$5.49M 0.13%
38,397
+192
86
$5.45M 0.13%
116,931
+31,809
87
$5.24M 0.13%
91,130
-42,866
88
$5.03M 0.12%
32,725
-1,654
89
$4.95M 0.12%
64,113
-2,726
90
$4.91M 0.12%
70,756
-1,668
91
$4.88M 0.12%
32,770
-135
92
$4.58M 0.11%
43,419
+12,062
93
$4.54M 0.11%
38,542
+2,455
94
$4.45M 0.11%
51,743
+1,806
95
$4.39M 0.11%
127,888
-7,695
96
$4.35M 0.11%
52,527
+20
97
$4.32M 0.11%
33,607
+2,264
98
$4.31M 0.11%
21,561
-402
99
$4.26M 0.1%
84,492
-6,762
100
$4.16M 0.1%
13
2 3
4
5 6