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
376
$189K 0.01%
4,055
+2,130
377
$187K 0.01%
3,590
-474
378
$187K 0.01%
2,468
+975
379
$186K 0.01%
6,405
+4,405
380
$185K 0.01%
12,519
381
$185K 0.01%
2,658
382
$184K 0.01%
7,893
-6,957
383
$184K 0.01%
5,065
+2,534
384
$184K 0.01%
10,000
385
$183K 0.01%
15,018
386
$181K 0.01%
1,623
+243
387
$180K 0.01%
3,259
388
$177K 0.01%
4,026
+2,776
389
$176K 0.01%
3,500
-194
390
$176K 0.01%
3,200
391
$175K 0.01%
7,200
392
$175K 0.01%
15,200
+750
393
$173K 0.01%
+1,150
394
$173K 0.01%
4,000
395
$172K 0.01%
3,333
+1,160
396
$172K 0.01%
1,925
397
$172K 0.01%
4,206
-10
398
$171K 0.01%
12,085
399
$171K 0.01%
1,679
400
$169K 0.01%
1,567
-13,458
14 15
16
17 18