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
776
$19K ﹤0.01%
356
+56
777
$19K ﹤0.01%
+375
778
$19K ﹤0.01%
550
779
$18K ﹤0.01%
776
780
$18K ﹤0.01%
2,674
+614
781
$18K ﹤0.01%
+1,000
782
$18K ﹤0.01%
544
783
$18K ﹤0.01%
500
784
$18K ﹤0.01%
6,000
785
$18K ﹤0.01%
3,000
786
$18K ﹤0.01%
4,066
787
$17K ﹤0.01%
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789
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281
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$17K ﹤0.01%
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795
$17K ﹤0.01%
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796
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$16K ﹤0.01%
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$16K ﹤0.01%
341
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799
$16K ﹤0.01%
450
800
$16K ﹤0.01%
152
30 31
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