EWM

Evercore Wealth Management Portfolio holdings

AUM $6.82B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.63B
AUM Growth
+$545M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$7.29M
3
+$4.3M
4
AMZN icon
Amazon
AMZN
+$3.65M
5
SSB icon
SouthState Bank Corp
SSB
+$3.52M

Top Sells

1
+$3.07M
2
+$2.88M
3
+$2.75M
4
CVX icon
Chevron
CVX
+$2.19M
5
IDXX icon
Idexx Laboratories
IDXX
+$1.47M

Sector Composition

1 Technology 28.06%
2 Consumer Discretionary 15.49%
3 Financials 15.34%
4 Healthcare 12.32%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.77M 0.1%
23,797
+996
102
$4.76M 0.1%
52,427
-100
103
$4.58M 0.1%
4,014
+24
104
$4.17M 0.09%
51,843
+420
105
$4.07M 0.09%
34,764
-2,040
106
$4.01M 0.09%
44,411
+305
107
$3.96M 0.09%
19,156
-679
108
$3.87M 0.08%
+53,548
109
$3.81M 0.08%
55,729
+7,997
110
$3.78M 0.08%
44,236
+1,518
111
$3.75M 0.08%
19,279
+1,578
112
$3.75M 0.08%
21,330
+49
113
$3.69M 0.08%
79,187
+22,396
114
$3.67M 0.08%
13,431
-170
115
$3.67M 0.08%
20,769
+760
116
$3.66M 0.08%
61,759
-1,932
117
$3.53M 0.08%
67,410
+6,312
118
$3.52M 0.08%
68,033
+10,563
119
$3.49M 0.08%
49,411
-1,851
120
$3.47M 0.07%
28,832
+962
121
$3.4M 0.07%
52,286
-1,286
122
$3.17M 0.07%
34,574
+2,941
123
$3.16M 0.07%
161,374
-9,705
124
$3.11M 0.07%
24,261
+972
125
$3.1M 0.07%
37,491
+1,081
3 4
5
6 7