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
726
$25K ﹤0.01%
3,363
727
$25K ﹤0.01%
+775
728
$25K ﹤0.01%
+3,640
729
$24K ﹤0.01%
1,000
730
$24K ﹤0.01%
500
731
$24K ﹤0.01%
1,200
732
$24K ﹤0.01%
1,650
733
$24K ﹤0.01%
1,200
734
$24K ﹤0.01%
1,004
735
$24K ﹤0.01%
600
736
$24K ﹤0.01%
310
737
$24K ﹤0.01%
38
738
$24K ﹤0.01%
1,270
+470
739
$23K ﹤0.01%
359
+293
740
$23K ﹤0.01%
1,657
741
$23K ﹤0.01%
836
+736
742
$23K ﹤0.01%
260
743
$23K ﹤0.01%
+1,425
744
$22K ﹤0.01%
527
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745
$22K ﹤0.01%
680
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746
$22K ﹤0.01%
50
747
$22K ﹤0.01%
526
748
$22K ﹤0.01%
+900
749
$22K ﹤0.01%
1,060
750
$22K ﹤0.01%
2,200
+400
28 29
30
31 32