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
126
$2.63M 0.06%
15,905
+92
127
$2.63M 0.06%
33,304
-791
128
$2.62M 0.06%
23,289
-376
129
$2.53M 0.06%
57,470
-4,250
130
$2.5M 0.06%
8,310
+8
131
$2.48M 0.06%
30,783
-217
132
$2.45M 0.06%
42,468
-2,484
133
$2.43M 0.06%
89,904
-248
134
$2.43M 0.06%
21,430
+21
135
$2.33M 0.06%
6,067
-1,834
136
$2.32M 0.06%
37,359
+22
137
$2.21M 0.05%
23,302
-62
138
$2.17M 0.05%
37,863
-3,991
139
$2.17M 0.05%
14,696
-94
140
$2.13M 0.05%
4,255
+63
141
$2.13M 0.05%
62,020
-2,443
142
$2.12M 0.05%
9,295
+200
143
$2.11M 0.05%
33,831
-884
144
$2.04M 0.05%
56,791
-5,887
145
$2.03M 0.05%
31,766
146
$2.01M 0.05%
65,914
-3,373
147
$2.01M 0.05%
26,223
-340
148
$1.96M 0.05%
63,840
-60
149
$1.92M 0.05%
19,193
-36
150
$1.9M 0.05%
9,620
+274
4 5
6
7 8