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
751
$22K ﹤0.01%
+800
752
$21K ﹤0.01%
800
753
$21K ﹤0.01%
378
754
$21K ﹤0.01%
+3,250
755
$21K ﹤0.01%
1,500
756
$21K ﹤0.01%
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757
$21K ﹤0.01%
+1,269
758
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759
$21K ﹤0.01%
400
760
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761
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762
$21K ﹤0.01%
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764
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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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$20K ﹤0.01%
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775
$19K ﹤0.01%
241
29 30
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