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
201
$1.31M 0.03%
4,894
-3,573
202
$1.31M 0.03%
36,124
203
$1.29M 0.03%
16,381
+3,952
204
$1.27M 0.03%
3,612
-5,474
205
$1.22M 0.02%
7,868
-441
206
$1.22M 0.02%
15,756
-994
207
$1.21M 0.02%
+90,049
208
$1.18M 0.02%
23,139
-93
209
$1.14M 0.02%
29,650
-150
210
$1.14M 0.02%
24,510
-180
211
$1.11M 0.02%
6,185
-100
212
$1.08M 0.02%
10,021
-275
213
$1.07M 0.02%
8,779
-87
214
$1.07M 0.02%
10,922
+82
215
$1.07M 0.02%
18,900
216
$1.06M 0.02%
2,841
-137
217
$1.05M 0.02%
11,468
-1,488
218
$1.05M 0.02%
18,032
+4,181
219
$1.05M 0.02%
28,746
-247
220
$1.04M 0.02%
1,529
-71
221
$1.02M 0.02%
12,115
+9
222
$1.01M 0.02%
12,928
-30
223
$1.01M 0.02%
12,603
+97
224
$986K 0.02%
2,373
-200
225
$984K 0.02%
18,051
+282
7 8
9
10 11