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
126
$3.43M 0.07%
43,507
-729
127
$3.36M 0.07%
49,411
128
$3.36M 0.07%
37,831
+340
129
$3.34M 0.07%
60,386
-18,801
130
$3.34M 0.07%
35,172
+11,445
131
$3.26M 0.06%
95,781
+8,300
132
$3.21M 0.06%
23,667
133
$3.17M 0.06%
24,852
-3,980
134
$3.12M 0.06%
32,348
-2,226
135
$3.11M 0.06%
10,572
-2,859
136
$3.1M 0.06%
47,584
+300
137
$3.09M 0.06%
140,289
-21,085
138
$3.05M 0.06%
58,559
-1,441
139
$3.01M 0.06%
38,248
+911
140
$2.96M 0.06%
20,928
-491
141
$2.95M 0.06%
7,903
-12
142
$2.87M 0.06%
38,844
+61
143
$2.87M 0.06%
12,361
+897
144
$2.81M 0.06%
26,250
145
$2.79M 0.06%
84,452
-100
146
$2.72M 0.05%
25,037
+3,905
147
$2.68M 0.05%
16,992
+408
148
$2.66M 0.05%
10,970
+127
149
$2.57M 0.05%
10,084
+476
150
$2.52M 0.05%
22,035
-6,029
4 5
6
7 8