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
526
$75K ﹤0.01%
7,800
-12,750
527
$75K ﹤0.01%
1,093
+809
528
$73K ﹤0.01%
2,000
+1,835
529
$72K ﹤0.01%
1,473
+775
530
$72K ﹤0.01%
1,352
+102
531
$72K ﹤0.01%
1,243
-84
532
$71K ﹤0.01%
1,682
+872
533
$71K ﹤0.01%
1,469
+1,269
534
$70K ﹤0.01%
1,016
-36
535
$70K ﹤0.01%
5,000
536
$69K ﹤0.01%
1,500
537
$69K ﹤0.01%
2,476
+2,276
538
$69K ﹤0.01%
+2,080
539
$69K ﹤0.01%
1,127
+360
540
$69K ﹤0.01%
4,000
-838
541
$68K ﹤0.01%
1,347
+1,245
542
$67K ﹤0.01%
+716
543
$67K ﹤0.01%
+4,920
544
$67K ﹤0.01%
934
+709
545
$67K ﹤0.01%
+890
546
$66K ﹤0.01%
1,900
547
$66K ﹤0.01%
2,374
+2,039
548
$65K ﹤0.01%
3,750
-21,885
549
$65K ﹤0.01%
+7,400
550
$64K ﹤0.01%
+2,486
20 21
22
23 24