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
501
$84K ﹤0.01%
1,000
502
$84K ﹤0.01%
2,288
+1,260
503
$84K ﹤0.01%
+1,200
504
$84K ﹤0.01%
1,965
505
$83K ﹤0.01%
2,185
-6,727
506
$83K ﹤0.01%
13,500
507
$83K ﹤0.01%
11,705
+1,705
508
$83K ﹤0.01%
767
+610
509
$83K ﹤0.01%
2,985
-13,000
510
$81K ﹤0.01%
412
+332
511
$81K ﹤0.01%
911
512
$80K ﹤0.01%
1,494
+1,420
513
$80K ﹤0.01%
1,534
514
$80K ﹤0.01%
1,978
+82
515
$78K ﹤0.01%
2,024
-700
516
$78K ﹤0.01%
+725
517
$77K ﹤0.01%
5,450
518
$77K ﹤0.01%
996
+444
519
$77K ﹤0.01%
1,188
+143
520
$77K ﹤0.01%
844
-51
521
$77K ﹤0.01%
22,000
522
$77K ﹤0.01%
705
+350
523
$76K ﹤0.01%
940
524
$76K ﹤0.01%
3,325
525
$76K ﹤0.01%
700
19 20
21
22 23