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
401
$168K 0.01%
4,994
-106
402
$165K 0.01%
3,062
+77
403
$165K 0.01%
2,449
+2
404
$165K 0.01%
2,200
405
$165K 0.01%
1,175
406
$164K 0.01%
3,200
407
$164K 0.01%
1,975
408
$161K 0.01%
+14,523
409
$160K 0.01%
1,854
+545
410
$160K 0.01%
4,000
411
$159K 0.01%
1,496
+1,403
412
$159K 0.01%
3,000
+2,540
413
$158K 0.01%
4,645
+1,695
414
$157K 0.01%
7,260
-1,430
415
$157K 0.01%
775
-145
416
$157K 0.01%
5,622
+4,483
417
$156K 0.01%
3,771
+1,098
418
$156K 0.01%
842
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419
$156K 0.01%
3,600
420
$155K 0.01%
+844
421
$155K 0.01%
1,920
422
$154K 0.01%
1,103
+768
423
$153K 0.01%
1,588
+120
424
$153K 0.01%
3,051
-188
425
$150K 0.01%
2,166
+634
15 16
17
18 19