EWM

Evercore Wealth Management Portfolio holdings

AUM $6.82B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
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
+$47.7M
2
+$31M
3
+$22.9M
4
FIVE icon
Five Below
FIVE
+$8.1M
5
MCK icon
McKesson
MCK
+$5.64M

Top Sells

1
+$37.1M
2
+$28.9M
3
+$15.3M
4
RTX icon
RTX Corp
RTX
+$14.2M
5
FAST icon
Fastenal
FAST
+$14.1M

Sector Composition

1 Technology 16.53%
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
751
$22K ﹤0.01%
+800
752
$21K ﹤0.01%
1,020
753
$21K ﹤0.01%
+3,250
754
$21K ﹤0.01%
+1,269
755
$21K ﹤0.01%
+503
756
$21K ﹤0.01%
400
757
$21K ﹤0.01%
1,000
758
$21K ﹤0.01%
800
759
$21K ﹤0.01%
800
760
$21K ﹤0.01%
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761
$21K ﹤0.01%
67
762
$21K ﹤0.01%
250
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$21K ﹤0.01%
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764
$21K ﹤0.01%
1,500
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$21K ﹤0.01%
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766
$20K ﹤0.01%
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$20K ﹤0.01%
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$20K ﹤0.01%
500
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769
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$20K ﹤0.01%
768
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$20K ﹤0.01%
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773
$20K ﹤0.01%
578
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774
$20K ﹤0.01%
501
775
$19K ﹤0.01%
241
29 30
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32 33