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
326
$263K 0.01%
2,900
-660
327
$263K 0.01%
3,700
-368
328
$262K 0.01%
3,409
-1,000
329
$260K 0.01%
6,146
-1,297
330
$260K 0.01%
26,775
331
$259K 0.01%
4,000
+243
332
$257K 0.01%
4,000
333
$257K 0.01%
4,260
334
$255K 0.01%
4,060
+60
335
$254K 0.01%
4,215
+1,215
336
$253K 0.01%
7,452
+135
337
$249K 0.01%
3,868
338
$247K 0.01%
6,719
-678
339
$244K 0.01%
2,781
+326
340
$243K 0.01%
4,142
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341
$242K 0.01%
23,720
-1,431,496
342
$240K 0.01%
5,998
343
$239K 0.01%
+5,942
344
$238K 0.01%
1,254
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345
$235K 0.01%
1,243
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346
$232K 0.01%
9,681
-465
347
$232K 0.01%
14,895
+4,469
348
$224K 0.01%
2,848
-1,300
349
$223K 0.01%
5,580
-860
350
$219K 0.01%
4,330
-4,944
12 13
14
15 16