EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
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
+$43.2M
2
+$32.6M
3
+$23.2M
4
FIVE icon
Five Below
FIVE
+$8.12M
5
MCK icon
McKesson
MCK
+$5.89M

Top Sells

1
+$37.1M
2
+$30.6M
3
+$14.6M
4
RTX icon
RTX Corp
RTX
+$14.2M
5
UNP icon
Union Pacific
UNP
+$13.9M

Sector Composition

1 Technology 16.54%
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
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12,961
+1,833
230
$598K 0.03%
13,935
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231
$584K 0.03%
5,224
+1,579
232
$581K 0.03%
50,770
-12,230
233
$577K 0.03%
15,500
234
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7,465
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235
$569K 0.03%
27,195
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236
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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%
433
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241
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12,215
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242
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11,310
-2,400
243
$547K 0.03%
11,866
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244
$538K 0.03%
18,857
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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%
12,300
+80
250
$524K 0.02%
5,121
+250
8 9
10
11 12