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 16.53%
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
551
$64K ﹤0.01%
+1,250
552
$64K ﹤0.01%
+2,486
553
$63K ﹤0.01%
733
+653
554
$63K ﹤0.01%
737
+591
555
$63K ﹤0.01%
1,322
+1,097
556
$62K ﹤0.01%
3,182
557
$62K ﹤0.01%
1,000
558
$61K ﹤0.01%
+5,900
559
$61K ﹤0.01%
1,230
560
$61K ﹤0.01%
1,100
-100
561
$60K ﹤0.01%
4,575
-2,013
562
$60K ﹤0.01%
500
563
$58K ﹤0.01%
+3,000
564
$58K ﹤0.01%
575
565
$58K ﹤0.01%
2,000
566
$58K ﹤0.01%
21,300
567
$58K ﹤0.01%
+1,634
568
$57K ﹤0.01%
700
-300
569
$57K ﹤0.01%
1,703
+937
570
$57K ﹤0.01%
2,500
571
$56K ﹤0.01%
186
+4
572
$56K ﹤0.01%
3,570
573
$56K ﹤0.01%
1,690
-555
574
$56K ﹤0.01%
4,000
575
$55K ﹤0.01%
1,186
21 22
23
24 25