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
201
$938K 0.02%
1,934
-30
202
$932K 0.02%
2,993
+578
203
$929K 0.02%
6,896
+47
204
$912K 0.02%
11,153
+2,754
205
$908K 0.02%
24,900
206
$901K 0.02%
34,800
+156
207
$900K 0.02%
12,958
-27
208
$888K 0.02%
18,900
209
$873K 0.02%
22,592
-148
210
$872K 0.02%
11,212
+16
211
$854K 0.02%
23,460
-170
212
$850K 0.02%
9,309
+13
213
$842K 0.02%
29,730
-2,325
214
$840K 0.02%
2,819
+10
215
$834K 0.02%
28,545
-1,293
216
$834K 0.02%
10,563
-1,196
217
$827K 0.02%
2,428
+3
218
$814K 0.02%
15,704
-1,830
219
$807K 0.02%
12,683
+178
220
$798K 0.02%
3,345
+9
221
$795K 0.02%
4,679
+13
222
$791K 0.02%
9,910
-97
223
$787K 0.02%
32,680
-200
224
$780K 0.02%
6,898
-207
225
$769K 0.02%
33,770
7 8
9
10 11