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
651
$37K ﹤0.01%
+600
652
$37K ﹤0.01%
704
653
$37K ﹤0.01%
+4,602
654
$37K ﹤0.01%
782
655
$37K ﹤0.01%
1,363
+363
656
$37K ﹤0.01%
638
+163
657
$36K ﹤0.01%
1,450
658
$36K ﹤0.01%
284
+29
659
$36K ﹤0.01%
5,500
-3,350
660
$36K ﹤0.01%
10,081
661
$35K ﹤0.01%
290
662
$35K ﹤0.01%
+1,300
663
$34K ﹤0.01%
+400
664
$34K ﹤0.01%
+2,444
665
$34K ﹤0.01%
+876
666
$33K ﹤0.01%
1,626
-57
667
$33K ﹤0.01%
+1,620
668
$33K ﹤0.01%
1,000
669
$33K ﹤0.01%
450
+300
670
$33K ﹤0.01%
325
+180
671
$33K ﹤0.01%
1,837
672
$32K ﹤0.01%
350
673
$32K ﹤0.01%
468
+74
674
$32K ﹤0.01%
893
+393
675
$32K ﹤0.01%
656
+456
25 26
27
28 29