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
$2.15B
AUM Growth
+$61.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,131
New
Increased
Reduced
Closed

Top Buys

1
+$47.7M
2
+$31M
3
+$22.9M
4
FIVE icon
Five Below
FIVE
+$8.1M
5
MCK icon
McKesson
MCK
+$5.64M

Top Sells

1
+$37.1M
2
+$28.9M
3
+$15.3M
4
RTX icon
RTX Corp
RTX
+$14.2M
5
FAST icon
Fastenal
FAST
+$14.1M

Sector Composition

1 Technology 16.53%
2 Consumer Discretionary 15.51%
3 Healthcare 13.61%
4 Financials 13.13%
5 Communication Services 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$619K 0.03%
2,498
+220
227
$617K 0.03%
36,704
+2,473
228
$617K 0.03%
5,416
-1,111
229
$615K 0.03%
12,961
+1,833
230
$598K 0.03%
13,935
+875
231
$584K 0.03%
5,224
+1,579
232
$581K 0.03%
50,770
-12,230
233
$577K 0.03%
15,500
234
$569K 0.03%
7,465
-800
235
$569K 0.03%
27,195
+15,804
236
$568K 0.03%
9,758
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237
$568K 0.03%
27,766
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238
$565K 0.03%
12,071
+657
239
$563K 0.03%
4,976
+1,000
240
$552K 0.03%
10,825
+4,900
241
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12,215
-1,500
242
$549K 0.03%
11,310
-2,400
243
$547K 0.03%
11,866
+2,812
244
$538K 0.03%
18,857
+8,788
245
$537K 0.02%
7,590
246
$534K 0.02%
10,844
-600
247
$529K 0.02%
4,973
+679
248
$528K 0.02%
30,390
249
$527K 0.02%
24,600
+160
250
$524K 0.02%
5,121
+250
8 9
10
11 12