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
576
$54K ﹤0.01%
1,900
-1,000
577
$54K ﹤0.01%
811
+645
578
$54K ﹤0.01%
2,030
+1,930
579
$54K ﹤0.01%
268
580
$54K ﹤0.01%
+2,500
581
$54K ﹤0.01%
+509
582
$53K ﹤0.01%
3,000
583
$53K ﹤0.01%
840
+605
584
$53K ﹤0.01%
+238
585
$53K ﹤0.01%
3,318
-162
586
$53K ﹤0.01%
+550
587
$52K ﹤0.01%
+935
588
$52K ﹤0.01%
1,479
+82
589
$52K ﹤0.01%
1,440
590
$52K ﹤0.01%
2,000
-44
591
$52K ﹤0.01%
2,000
592
$51K ﹤0.01%
4,301
-8,471
593
$51K ﹤0.01%
747
-1
594
$51K ﹤0.01%
637
595
$51K ﹤0.01%
1,680
596
$51K ﹤0.01%
900
-261
597
$50K ﹤0.01%
271
598
$50K ﹤0.01%
1,799
+268
599
$50K ﹤0.01%
1,112
+425
600
$49K ﹤0.01%
2,870
22 23
24
25 26