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
701
$29K ﹤0.01%
750
702
$29K ﹤0.01%
+2,000
703
$28K ﹤0.01%
175
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704
$28K ﹤0.01%
600
705
$28K ﹤0.01%
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706
$28K ﹤0.01%
455
707
$28K ﹤0.01%
+1,100
708
$28K ﹤0.01%
658
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$28K ﹤0.01%
200
710
$27K ﹤0.01%
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711
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2,000
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712
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582
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$27K ﹤0.01%
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$27K ﹤0.01%
620
716
$26K ﹤0.01%
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717
$26K ﹤0.01%
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$26K ﹤0.01%
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$26K ﹤0.01%
560
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720
$26K ﹤0.01%
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721
$26K ﹤0.01%
4,702
722
$26K ﹤0.01%
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723
$26K ﹤0.01%
500
724
$25K ﹤0.01%
490
-5,000
725
$25K ﹤0.01%
1,650
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