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
351
$219K 0.01%
4,401
-506
352
$219K 0.01%
9,141
+141
353
$219K 0.01%
13,779
354
$217K 0.01%
1,983
355
$216K 0.01%
2,789
+1,023
356
$214K 0.01%
2,684
+1,726
357
$213K 0.01%
3,099
+2,060
358
$212K 0.01%
5,730
359
$211K 0.01%
2,433
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360
$210K 0.01%
2,692
+2,262
361
$209K 0.01%
3,474
+2,599
362
$205K 0.01%
4,701
+2,974
363
$203K 0.01%
3,400
+1,500
364
$202K 0.01%
1,900
+1,839
365
$201K 0.01%
3,921
+129
366
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5,188
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367
$196K 0.01%
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368
$196K 0.01%
11,505
369
$195K 0.01%
14,610
370
$195K 0.01%
9,985
+120
371
$192K 0.01%
2,170
+420
372
$192K 0.01%
1,595
373
$190K 0.01%
17,760
374
$190K 0.01%
3,060
375
$190K 0.01%
4,000
13 14
15
16 17