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
151
$2.5M 0.05%
17,554
+10,054
152
$2.49M 0.05%
59,050
-3,107
153
$2.39M 0.05%
9,315
+20
154
$2.39M 0.05%
46,673
-3,527
155
$2.32M 0.05%
35,416
+4,473
156
$2.31M 0.05%
16,370
+223
157
$2.28M 0.05%
4,378
+68
158
$2.24M 0.04%
23,383
+683
159
$2.2M 0.04%
96,277
-29,168
160
$2.18M 0.04%
14,503
-94
161
$2.15M 0.04%
25,471
-1,200
162
$2.13M 0.04%
131,184
+8,432
163
$2.1M 0.04%
13,884
-884
164
$2.07M 0.04%
10,258
-26
165
$2.06M 0.04%
18,455
-660
166
$2.06M 0.04%
6,296
+711
167
$2.05M 0.04%
27,015
-6,062
168
$2.05M 0.04%
153,600
+43,000
169
$2.01M 0.04%
14,437
-429
170
$1.99M 0.04%
5,543
-350
171
$1.97M 0.04%
58,305
172
$1.97M 0.04%
28,812
-2,738
173
$1.94M 0.04%
12,154
-55
174
$1.85M 0.04%
25,679
-1,071
175
$1.83M 0.04%
45,791
+5,520
5 6
7
8 9