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
1
$265M 5.25%
2,169,195
-26,816
2
$238M 4.72%
1,010,466
+14,004
3
$185M 3.67%
1,198,240
+28,100
4
$164M 3.25%
460,608
-3,575
5
$153M 3.04%
335,848
-4,387
6
$147M 2.92%
482,102
+11,650
7
$146M 2.89%
391,526
+4,832
8
$133M 2.63%
1,779,859
+12,924
9
$120M 2.37%
1,157,500
-1,840
10
$116M 2.3%
419,764
+3,179
11
$111M 2.2%
463,812
+33,149
12
$105M 2.09%
1,333,096
-126,302
13
$101M 2.01%
213,172
+3,763
14
$100M 1.99%
1,291,802
+7,187
15
$97.9M 1.94%
816,627
+10,175
16
$95.5M 1.89%
637,284
+10,989
17
$92.6M 1.83%
898,000
-4,580
18
$92M 1.82%
65,519
+1,443
19
$88.5M 1.75%
468,224
+7,905
20
$84.5M 1.67%
457,826
+8,543
21
$83.5M 1.65%
503,863
+16,127
22
$83.5M 1.65%
110,711
+1,488
23
$82.8M 1.64%
205,313
+6,439
24
$78.8M 1.56%
593,338
+7,624
25
$77.1M 1.53%
301,768
+3,261
1
2 3 4 5