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
151
$2.09M 0.05%
11,464
-111
152
$2.08M 0.05%
5,893
+2,900
153
$2.08M 0.04%
23,727
+2,520
154
$2.06M 0.04%
9,608
+861
155
$2.05M 0.04%
14,597
+52
156
$2.02M 0.04%
14,768
+205
157
$2.01M 0.04%
8,467
+2,505
158
$2M 0.04%
14,866
+170
159
$1.97M 0.04%
122,752
160
$1.95M 0.04%
16,147
-1,368
161
$1.94M 0.04%
21,132
+522
162
$1.91M 0.04%
77,535
+3,500
163
$1.89M 0.04%
32,349
+1,620
164
$1.89M 0.04%
21,312
+16,297
165
$1.85M 0.04%
26,750
+1,120
166
$1.77M 0.04%
7,818
+5,010
167
$1.76M 0.04%
58,305
-5,535
168
$1.71M 0.04%
20,712
169
$1.7M 0.04%
56,354
-18,271
170
$1.67M 0.04%
75,640
171
$1.67M 0.04%
30,943
-6,590
172
$1.65M 0.04%
6,755
+1,619
173
$1.64M 0.04%
10,284
-45
174
$1.61M 0.03%
53,097
-7,737
175
$1.61M 0.03%
12,209
-10
5 6
7
8 9