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
151
$1.85M 0.05%
50,803
+8
152
$1.77M 0.04%
122,752
-10,160
153
$1.76M 0.04%
30,729
+70
154
$1.76M 0.04%
17,515
-306
155
$1.75M 0.04%
74,625
-4,561
156
$1.73M 0.04%
11,575
+28
157
$1.72M 0.04%
14,563
-431
158
$1.71M 0.04%
21,207
-1,814
159
$1.64M 0.04%
53,480
-1,688
160
$1.6M 0.04%
74,035
161
$1.57M 0.04%
14,545
-1,868
162
$1.54M 0.04%
25,630
+3,962
163
$1.52M 0.04%
20,712
164
$1.51M 0.04%
15,566
+20
165
$1.47M 0.04%
5,189
-118
166
$1.47M 0.04%
60,834
-1,374
167
$1.45M 0.04%
20,610
+968
168
$1.45M 0.04%
8,747
-127
169
$1.43M 0.03%
105,480
+12,760
170
$1.42M 0.03%
10,271
-171
171
$1.41M 0.03%
5,070
+79
172
$1.41M 0.03%
22,278
-424
173
$1.38M 0.03%
7,036
174
$1.34M 0.03%
50,427
175
$1.29M 0.03%
10,329
-180
5 6
7
8 9