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
676
$32K ﹤0.01%
1,319
+819
677
$32K ﹤0.01%
3,000
678
$32K ﹤0.01%
+475
679
$32K ﹤0.01%
2,000
680
$31K ﹤0.01%
878
-443
681
$31K ﹤0.01%
560
+360
682
$31K ﹤0.01%
610
683
$31K ﹤0.01%
458
684
$31K ﹤0.01%
1,700
685
$31K ﹤0.01%
+828
686
$30K ﹤0.01%
+1,240
687
$30K ﹤0.01%
+300
688
$30K ﹤0.01%
4,339
-2,367
689
$30K ﹤0.01%
900
-12,350
690
$30K ﹤0.01%
1,000
691
$30K ﹤0.01%
529
692
$29K ﹤0.01%
769
693
$29K ﹤0.01%
800
694
$29K ﹤0.01%
1,000
695
$29K ﹤0.01%
1,441
-51
696
$29K ﹤0.01%
556
697
$29K ﹤0.01%
262
+35
698
$29K ﹤0.01%
1,340
699
$29K ﹤0.01%
202
+37
700
$29K ﹤0.01%
9,000
26 27
28
29 30