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
476
$99K ﹤0.01%
1,605
+54
477
$98K ﹤0.01%
4,543
478
$97K ﹤0.01%
789
+200
479
$96K ﹤0.01%
7,500
480
$95K ﹤0.01%
+2,000
481
$95K ﹤0.01%
1,080
+540
482
$95K ﹤0.01%
2,465
483
$95K ﹤0.01%
2,022
+1,000
484
$94K ﹤0.01%
1,341
485
$94K ﹤0.01%
2,500
486
$93K ﹤0.01%
700
487
$91K ﹤0.01%
2,665
+1,680
488
$90K ﹤0.01%
3,510
489
$90K ﹤0.01%
3,300
490
$90K ﹤0.01%
1,527
491
$90K ﹤0.01%
1,320
+980
492
$89K ﹤0.01%
1,667
493
$88K ﹤0.01%
+1,330
494
$88K ﹤0.01%
+1,760
495
$87K ﹤0.01%
714
+131
496
$86K ﹤0.01%
3,714
+2,700
497
$86K ﹤0.01%
1,500
-3,500
498
$86K ﹤0.01%
2,010
+610
499
$85K ﹤0.01%
+1,987
500
$84K ﹤0.01%
900
+600
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