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EWM

Evercore Wealth Management Portfolio holdings

AUM $6.36B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
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%
+1,269
753
$21K ﹤0.01%
+503
754
$21K ﹤0.01%
400
755
$21K ﹤0.01%
378
756
$21K ﹤0.01%
+3,250
757
$21K ﹤0.01%
1,500
758
$21K ﹤0.01%
1,000
759
$21K ﹤0.01%
1,020
760
$21K ﹤0.01%
800
761
$21K ﹤0.01%
800
762
$21K ﹤0.01%
1,200
763
$21K ﹤0.01%
67
764
$21K ﹤0.01%
250
765
$21K ﹤0.01%
+445
766
$20K ﹤0.01%
300
767
$20K ﹤0.01%
768
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768
$20K ﹤0.01%
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769
$20K ﹤0.01%
578
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770
$20K ﹤0.01%
501
771
$20K ﹤0.01%
186
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772
$20K ﹤0.01%
+209
773
$20K ﹤0.01%
500
+425
774
$20K ﹤0.01%
+225
775
$19K ﹤0.01%
241
29 30
31
32 33