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
1
$257M 6.29%
2,219,961
-106,459
2
$208M 5.1%
990,438
-13,841
3
$181M 4.42%
1,147,240
-11,620
4
$157M 3.84%
464,499
-3,318
5
$151M 3.69%
341,793
-5,597
6
$131M 3.19%
469,977
+1,674
7
$121M 2.95%
387,063
+2,569
8
$103M 2.53%
426,997
+3,658
9
$102M 2.5%
208,536
-286
10
$93.7M 2.29%
414,728
+1,867
11
$91.2M 2.23%
1,746,284
+32,752
12
$86.9M 2.13%
798,150
+8,872
13
$84.4M 2.07%
1,149,100
+16,020
14
$77.3M 1.89%
195,657
+405
15
$73.2M 1.79%
583,329
+1,682
16
$72.8M 1.78%
61,841
+254
17
$71.3M 1.74%
167,584
+1,301
18
$68.8M 1.68%
1,464,543
+13,028
19
$67.4M 1.65%
627,542
+13,469
20
$66M 1.61%
900,560
-1,420
21
$65.4M 1.6%
457,790
+2,062
22
$62.7M 1.53%
294,568
+2,982
23
$61.6M 1.51%
1,273,369
+25,372
24
$61.3M 1.5%
108,749
+1,408
25
$60.6M 1.48%
1,001,723
+40,871
1
2 3 4 5