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
276
$395K 0.02%
8,758
277
$394K 0.02%
7,592
+3,172
278
$391K 0.02%
27,741
-594
279
$391K 0.02%
7,063
+63
280
$390K 0.02%
3,058
281
$388K 0.02%
44,901
+1,506
282
$387K 0.02%
5,265
+465
283
$383K 0.02%
7,193
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284
$381K 0.02%
6,616
285
$377K 0.02%
2,707
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286
$376K 0.02%
14,563
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287
$375K 0.02%
17,732
288
$372K 0.02%
9,552
+1,312
289
$366K 0.02%
9,363
290
$365K 0.02%
7,482
-8,000
291
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500
292
$360K 0.02%
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293
$360K 0.02%
8,304
294
$356K 0.02%
22,400
295
$356K 0.02%
8,065
296
$355K 0.02%
19,025
-1,850
297
$353K 0.02%
2,880
-1,325
298
$348K 0.02%
3,897
299
$343K 0.02%
13,638
-1,233
300
$341K 0.02%
20,750
10 11
12
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