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
101
$5.59M 0.11%
88,598
-3,199
102
$5.51M 0.11%
+215,928
103
$5.36M 0.11%
47,904
-300
104
$5.28M 0.1%
39,846
-218
105
$5.18M 0.1%
24,199
+20
106
$5.13M 0.1%
84,625
-9,401
107
$4.99M 0.1%
+103,255
108
$4.81M 0.1%
52,407
-20
109
$4.7M 0.09%
21,649
-780
110
$4.63M 0.09%
12
-2
111
$4.62M 0.09%
3,995
-19
112
$4.53M 0.09%
50,233
-1,610
113
$4.24M 0.08%
35,893
+1,129
114
$4.24M 0.08%
19,156
115
$4.01M 0.08%
53,311
-2,418
116
$3.97M 0.08%
20,052
-717
117
$3.95M 0.08%
21,330
118
$3.91M 0.08%
61,759
119
$3.87M 0.08%
18,714
-565
120
$3.81M 0.08%
44,429
+18
121
$3.78M 0.07%
28,452
+2,309
122
$3.67M 0.07%
37,302
+15,990
123
$3.55M 0.07%
66,539
-1,494
124
$3.53M 0.07%
65,209
-2,201
125
$3.44M 0.07%
24,364
+103
3 4
5
6 7