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
451
$125K 0.01%
1,768
+143
452
$125K 0.01%
1,350
453
$123K 0.01%
10,000
454
$122K 0.01%
844
+829
455
$121K 0.01%
3,066
-39
456
$121K 0.01%
1,435
-2,534
457
$120K 0.01%
1,888
458
$119K 0.01%
2,903
-330
459
$119K 0.01%
2,324
+299
460
$118K 0.01%
4,000
461
$114K 0.01%
3,120
+640
462
$114K 0.01%
1,667
463
$113K 0.01%
1,049
464
$113K 0.01%
6,750
465
$111K 0.01%
2,228
-1,408
466
$109K 0.01%
1,228
-334
467
$107K 0.01%
8,500
468
$106K ﹤0.01%
7,500
469
$104K ﹤0.01%
+3,522
470
$104K ﹤0.01%
3,000
471
$102K ﹤0.01%
3,806
-6,068
472
$102K ﹤0.01%
7,650
473
$101K ﹤0.01%
693
+622
474
$100K ﹤0.01%
5,184
475
$99K ﹤0.01%
6,552
-4,032
17 18
19
20 21