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
301
$339K 0.02%
10,591
+6,791
302
$338K 0.02%
6,786
-4,015
303
$336K 0.02%
4,661
+814
304
$336K 0.02%
3,760
+1,660
305
$336K 0.02%
13,145
306
$328K 0.02%
20,475
-525
307
$326K 0.02%
10,228
+168
308
$324K 0.02%
10,000
309
$321K 0.01%
5,318
-75
310
$314K 0.01%
2,590
+1,239
311
$309K 0.01%
5,227
+200
312
$305K 0.01%
+11,850
313
$298K 0.01%
4,154
314
$298K 0.01%
2,380
-3,714
315
$297K 0.01%
1,557
+32
316
$295K 0.01%
9,021
+4,321
317
$292K 0.01%
6,983
+1,943
318
$285K 0.01%
5,650
319
$285K 0.01%
11,000
320
$283K 0.01%
3,635
-646
321
$277K 0.01%
15,173
+6,020
322
$271K 0.01%
2,406
-414
323
$270K 0.01%
5,400
324
$269K 0.01%
+9,514
325
$268K 0.01%
1,170
11 12
13
14 15