EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
51
$12.5M 0.58%
83,812
-3,654
52
$12.4M 0.58%
124,171
+1,137
53
$11.8M 0.55%
151,155
-177,957
54
$11.5M 0.53%
133,161
+5,085
55
$11.1M 0.52%
253,728
-8,309
56
$10.9M 0.5%
128,197
-6,193
57
$10.8M 0.5%
398,063
+6,050
58
$10.3M 0.48%
178,766
-15,839
59
$10.2M 0.47%
91,377
-51,470
60
$9.18M 0.43%
95,373
-80,585
61
$8.98M 0.42%
165,261
+105
62
$8.3M 0.39%
154,710
-30,270
63
$7.98M 0.37%
311,910
-66,560
64
$7.92M 0.37%
230,036
-4,011
65
$7.54M 0.35%
246,161
+7,044
66
$7.48M 0.35%
36,496
+3,698
67
$7.44M 0.35%
74,824
+20,100
68
$7.15M 0.33%
217,179
-106,676
69
$6.76M 0.31%
263,246
-13,028
70
$6.59M 0.31%
99,877
+4,622
71
$6.57M 0.31%
130,374
-17,387
72
$6.54M 0.3%
57,720
-200
73
$6.48M 0.3%
177,496
-19,270
74
$6.44M 0.3%
120,589
+97,864
75
$6.19M 0.29%
104,568
+1,608
1 2
3
4 5