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
626
$41K ﹤0.01%
1,600
+1,200
627
$41K ﹤0.01%
+1,440
628
$41K ﹤0.01%
1,186
629
$41K ﹤0.01%
260
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630
$41K ﹤0.01%
+653
631
$40K ﹤0.01%
662
+118
632
$40K ﹤0.01%
800
633
$40K ﹤0.01%
1,500
634
$40K ﹤0.01%
1,314
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635
$40K ﹤0.01%
402
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636
$40K ﹤0.01%
1,500
-200
637
$40K ﹤0.01%
2,500
638
$39K ﹤0.01%
2,000
639
$39K ﹤0.01%
854
+454
640
$39K ﹤0.01%
2,500
641
$39K ﹤0.01%
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642
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458
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$39K ﹤0.01%
1,000
644
$38K ﹤0.01%
613
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645
$38K ﹤0.01%
1,145
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646
$38K ﹤0.01%
1,411
-225
647
$38K ﹤0.01%
800
648
$38K ﹤0.01%
3,000
649
$37K ﹤0.01%
896
650
$37K ﹤0.01%
810
+360
24 25
26
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