EWM

Evercore Wealth Management Portfolio holdings

AUM $6.82B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
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
+$47.7M
2
+$31M
3
+$22.9M
4
FIVE icon
Five Below
FIVE
+$8.1M
5
MCK icon
McKesson
MCK
+$5.64M

Top Sells

1
+$37.1M
2
+$28.9M
3
+$15.3M
4
RTX icon
RTX Corp
RTX
+$14.2M
5
FAST icon
Fastenal
FAST
+$14.1M

Sector Composition

1 Technology 16.53%
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%
900
+600
502
$84K ﹤0.01%
1,000
503
$84K ﹤0.01%
+1,200
504
$84K ﹤0.01%
1,965
505
$83K ﹤0.01%
11,705
+1,705
506
$83K ﹤0.01%
767
+610
507
$83K ﹤0.01%
2,185
-6,727
508
$83K ﹤0.01%
13,500
509
$83K ﹤0.01%
2,985
-13,000
510
$81K ﹤0.01%
412
+332
511
$81K ﹤0.01%
911
512
$80K ﹤0.01%
1,534
513
$80K ﹤0.01%
1,978
+82
514
$80K ﹤0.01%
1,494
+1,420
515
$78K ﹤0.01%
2,024
-700
516
$78K ﹤0.01%
+725
517
$77K ﹤0.01%
996
+444
518
$77K ﹤0.01%
1,188
+143
519
$77K ﹤0.01%
844
-51
520
$77K ﹤0.01%
5,450
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