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
76
$7.9M 0.16%
46,460
-4,707
77
$7.88M 0.16%
37,218
-459
78
$7.64M 0.15%
36,082
-104
79
$7.29M 0.14%
32,933
-1,278
80
$7.26M 0.14%
49,389
+2,459
81
$7.22M 0.14%
61,858
+16,239
82
$7.19M 0.14%
102,326
-8,794
83
$7.19M 0.14%
32,283
+189
84
$7.08M 0.14%
28,435
+37
85
$6.9M 0.14%
32,223
+77
86
$6.88M 0.14%
42,691
-3,477
87
$6.78M 0.13%
149,706
+30,153
88
$6.56M 0.13%
60,055
-202
89
$6.43M 0.13%
91,617
-11,022
90
$6.36M 0.13%
+10,299
91
$6.35M 0.13%
31,828
-195
92
$6.16M 0.12%
110,406
-6,831
93
$6M 0.12%
68,680
-1,018
94
$5.99M 0.12%
113,706
-2,097
95
$5.92M 0.12%
63,890
+165
96
$5.91M 0.12%
30,320
-1,435
97
$5.9M 0.12%
10,028
+9,005
98
$5.88M 0.12%
76,159
-14,539
99
$5.79M 0.11%
76,512
+1,442
100
$5.73M 0.11%
96,795
-3,431
2 3
4
5 6