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
101
$3.85M 0.09%
3,990
-195
102
$3.82M 0.09%
36,804
-1,416
103
$3.57M 0.09%
57,855
+44,924
104
$3.56M 0.09%
13,601
-203
105
$3.54M 0.09%
21,490
-508
106
$3.5M 0.09%
19,835
-507
107
$3.37M 0.08%
51,423
-1,460
108
$3.34M 0.08%
51,262
-388
109
$3.33M 0.08%
21,281
110
$3.29M 0.08%
42,718
-587
111
$3.27M 0.08%
9,068
-51
112
$3.25M 0.08%
63,691
+20
113
$3.24M 0.08%
27,870
+916
114
$3.15M 0.08%
44,106
115
$3.15M 0.08%
20,009
-309
116
$3.13M 0.08%
26,786
-81
117
$3.02M 0.07%
17,701
+706
118
$2.83M 0.07%
61,098
+688
119
$2.8M 0.07%
31,633
-953
120
$2.79M 0.07%
47,732
+595
121
$2.76M 0.07%
128,004
-14,616
122
$2.73M 0.07%
36,410
-2,669
123
$2.72M 0.07%
24,167
-1,000
124
$2.7M 0.07%
171,079
-11,740
125
$2.68M 0.07%
32,864
-150
3 4
5
6 7