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
251
$517K 0.02%
9,841
-459
252
$510K 0.02%
12,384
+1,508
253
$506K 0.02%
6,212
-33
254
$503K 0.02%
10,550
+7,545
255
$500K 0.02%
26,625
256
$487K 0.02%
3,843
+475
257
$472K 0.02%
3,165
+231
258
$471K 0.02%
4,732
+227
259
$465K 0.02%
3,860
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260
$462K 0.02%
8,100
261
$460K 0.02%
3,500
262
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10,316
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263
$459K 0.02%
5,632
+5,550
264
$450K 0.02%
15,000
265
$450K 0.02%
12,853
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266
$443K 0.02%
6,887
267
$438K 0.02%
11,480
+3,290
268
$435K 0.02%
32,933
269
$423K 0.02%
6,101
270
$407K 0.02%
12,049
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271
$405K 0.02%
7,250
272
$403K 0.02%
1,791
-50
273
$399K 0.02%
6,423
+5,488
274
$396K 0.02%
449
+39
275
$395K 0.02%
10,000
9 10
11
12 13