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
426
$148K 0.01%
2,290
+2,183
427
$148K 0.01%
3,737
428
$147K 0.01%
3,805
+1,725
429
$146K 0.01%
4,072
430
$146K 0.01%
8,978
+2,565
431
$146K 0.01%
2,175
+422
432
$145K 0.01%
3,037
-1,557
433
$144K 0.01%
2,329
-541
434
$144K 0.01%
1,415
-1,460
435
$143K 0.01%
3,428
436
$143K 0.01%
3,000
437
$141K 0.01%
4,960
438
$141K 0.01%
3,638
+238
439
$139K 0.01%
14,500
440
$138K 0.01%
2,875
+2,120
441
$137K 0.01%
4,000
-1,800
442
$136K 0.01%
+1,400
443
$133K 0.01%
1,670
444
$131K 0.01%
1,700
+1,295
445
$129K 0.01%
1,285
+75
446
$129K 0.01%
+2,300
447
$129K 0.01%
3,879
+284
448
$128K 0.01%
3,184
+1,436
449
$128K 0.01%
2,319
-176
450
$127K 0.01%
3,538
+730
16 17
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