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
176
$1.28M 0.03%
5,962
+90
177
$1.24M 0.03%
22,857
-1,792
178
$1.21M 0.03%
12,219
-455
179
$1.18M 0.03%
32,770
-1,170
180
$1.18M 0.03%
10,862
+62
181
$1.17M 0.03%
10,657
-504
182
$1.17M 0.03%
5,136
+63
183
$1.17M 0.03%
37,533
-952
184
$1.12M 0.03%
37,343
+8,871
185
$1.11M 0.03%
7,699
+193
186
$1.09M 0.03%
15,578
+22
187
$1.07M 0.03%
94,785
+13,375
188
$1.06M 0.03%
1,400
+10
189
$1.05M 0.03%
8,939
+45
190
$1.04M 0.03%
7,107
+610
191
$1.04M 0.03%
9,994
+265
192
$1.04M 0.03%
9,082
+403
193
$1.04M 0.03%
175,975
+25,500
194
$1.01M 0.02%
19,169
+650
195
$993K 0.02%
3,577
196
$985K 0.02%
42,040
-9,165
197
$984K 0.02%
48,800
198
$984K 0.02%
4,897
+699
199
$983K 0.02%
6,310
-115
200
$949K 0.02%
14,072
-1,026
6 7
8
9 10