EWM

Evercore Wealth Management Portfolio holdings

AUM $6.82B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.63B
AUM Growth
+$545M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Top Buys

1
+$9.55M
2
+$7.29M
3
+$4.3M
4
AMZN icon
Amazon
AMZN
+$3.65M
5
SSB icon
SouthState Bank Corp
SSB
+$3.52M

Top Sells

1
+$3.07M
2
+$2.88M
3
+$2.75M
4
CVX icon
Chevron
CVX
+$2.19M
5
IDXX icon
Idexx Laboratories
IDXX
+$1.47M

Sector Composition

1 Technology 28.06%
2 Consumer Discretionary 15.49%
3 Financials 15.34%
4 Healthcare 12.32%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$291M 6.29%
2,196,011
-23,950
2
$222M 4.79%
996,462
+6,024
3
$191M 4.11%
1,170,140
+22,900
4
$166M 3.58%
464,183
-316
5
$158M 3.42%
340,235
-1,558
6
$136M 2.93%
386,694
-369
7
$125M 2.7%
470,452
+475
8
$115M 2.47%
1,766,935
+20,651
9
$109M 2.35%
416,585
+1,857
10
$105M 2.26%
209,409
+873
11
$102M 2.19%
1,159,340
+10,240
12
$96.7M 2.09%
430,663
+3,666
13
$91.5M 1.98%
1,459,398
-5,145
14
$88.3M 1.91%
806,452
+8,302
15
$88M 1.9%
1,284,615
+11,246
16
$85.7M 1.85%
198,874
+3,217
17
$82.9M 1.79%
585,714
+2,385
18
$81.4M 1.76%
449,283
-21,403
19
$81.4M 1.76%
626,295
-1,247
20
$79.1M 1.71%
902,580
+2,020
21
$78.8M 1.7%
109,223
+474
22
$76M 1.64%
1,044,414
+42,691
23
$76M 1.64%
64,076
+2,235
24
$75.6M 1.63%
460,319
+2,529
25
$69.2M 1.49%
298,507
+3,939
1
2 3 4 5