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
176
$1.82M 0.04%
20,712
177
$1.81M 0.04%
10,775
+3,775
178
$1.8M 0.04%
30,798
-1,551
179
$1.78M 0.04%
45,672
-10,682
180
$1.76M 0.03%
4,763
-1,289
181
$1.75M 0.03%
49,140
-1,287
182
$1.75M 0.03%
9,613
-410
183
$1.68M 0.03%
9,572
-699
184
$1.66M 0.03%
6,421
-1,397
185
$1.65M 0.03%
12,570
+180
186
$1.58M 0.03%
6,648
-107
187
$1.51M 0.03%
20,825
-2,825
188
$1.51M 0.03%
23,415
+492
189
$1.5M 0.03%
66,035
-11,500
190
$1.5M 0.03%
10,905
-2
191
$1.43M 0.03%
7,900
+1,739
192
$1.43M 0.03%
22,931
-260
193
$1.42M 0.03%
21,300
194
$1.4M 0.03%
13,756
-316
195
$1.39M 0.03%
39,265
196
$1.37M 0.03%
16,807
+1,739
197
$1.37M 0.03%
15,345
-966
198
$1.36M 0.03%
21,029
-673
199
$1.36M 0.03%
4,250
+345
200
$1.32M 0.03%
4,717
+29
6 7
8
9 10