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
601
$49K ﹤0.01%
3,888
602
$49K ﹤0.01%
2,244
603
$49K ﹤0.01%
1,550
+440
604
$49K ﹤0.01%
900
605
$48K ﹤0.01%
3,570
606
$48K ﹤0.01%
1,464
+249
607
$47K ﹤0.01%
1,425
-219
608
$47K ﹤0.01%
650
-180
609
$46K ﹤0.01%
464
+219
610
$46K ﹤0.01%
324
+24
611
$45K ﹤0.01%
443
612
$45K ﹤0.01%
5,700
613
$45K ﹤0.01%
605
+305
614
$44K ﹤0.01%
300
615
$44K ﹤0.01%
2,178
616
$44K ﹤0.01%
816
617
$44K ﹤0.01%
567
618
$44K ﹤0.01%
2,669
619
$43K ﹤0.01%
600
620
$43K ﹤0.01%
771
-201
621
$43K ﹤0.01%
1,598
-1,394
622
$42K ﹤0.01%
3,213
623
$42K ﹤0.01%
1,001
624
$42K ﹤0.01%
2,720
625
$42K ﹤0.01%
1,273
23 24
25
26 27