EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
26
$29.7M 1.38%
989,419
+56,939
27
$28.9M 1.34%
695,396
+38,881
28
$28.4M 1.32%
407,594
-4,738
29
$28.2M 1.31%
965,899
+89,438
30
$26.3M 1.22%
1,080,327
+223,613
31
$24.8M 1.15%
268,181
+6,519
32
$24.4M 1.13%
326,922
+29,178
33
$24.4M 1.13%
150,832
+1,626
34
$23.2M 1.08%
+606,490
35
$22.3M 1.04%
492,059
+52,451
36
$21.3M 0.99%
1,072,441
-161,439
37
$20.9M 0.97%
191,913
+13,343
38
$20.7M 0.96%
265,389
-25,741
39
$18.5M 0.86%
449,118
+25,567
40
$17.7M 0.82%
551,982
+253,002
41
$17.2M 0.8%
247,951
-27,523
42
$16.8M 0.78%
354,826
+8,779
43
$16.4M 0.76%
80,415
+5,566
44
$16M 0.74%
177,433
-17,894
45
$15.2M 0.71%
1,001,580
+42,819
46
$14.4M 0.67%
238,955
-234,116
47
$14.2M 0.66%
164,928
-37,874
48
$14.1M 0.66%
240,361
-16,866
49
$13.6M 0.63%
511,953
+33,356
50
$13.1M 0.61%
239,363
+47,288
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