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
801
$16K ﹤0.01%
+120
802
$16K ﹤0.01%
360
803
$16K ﹤0.01%
680
804
$15K ﹤0.01%
469
805
$15K ﹤0.01%
+175
806
$15K ﹤0.01%
+228
807
$15K ﹤0.01%
735
808
$15K ﹤0.01%
+200
809
$15K ﹤0.01%
+1,350
810
$15K ﹤0.01%
933
811
$15K ﹤0.01%
391
-3,409
812
$15K ﹤0.01%
1,000
813
$15K ﹤0.01%
712
814
$15K ﹤0.01%
400
815
$14K ﹤0.01%
+124
816
$14K ﹤0.01%
600
817
$14K ﹤0.01%
700
818
$14K ﹤0.01%
+760
819
$14K ﹤0.01%
75
820
$14K ﹤0.01%
3,925
821
$14K ﹤0.01%
395
-680
822
$13K ﹤0.01%
194
823
$13K ﹤0.01%
362
824
$13K ﹤0.01%
+4,650
825
$13K ﹤0.01%
+3,050
31 32
33
34 35