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
776
$19K ﹤0.01%
356
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777
$19K ﹤0.01%
+375
778
$19K ﹤0.01%
550
779
$18K ﹤0.01%
776
780
$18K ﹤0.01%
500
781
$18K ﹤0.01%
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782
$18K ﹤0.01%
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783
$18K ﹤0.01%
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784
$18K ﹤0.01%
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785
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786
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$17K ﹤0.01%
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789
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$17K ﹤0.01%
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$16K ﹤0.01%
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$16K ﹤0.01%
450
800
$16K ﹤0.01%
152
30 31
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