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
826
$13K ﹤0.01%
+103
827
$13K ﹤0.01%
125
828
$13K ﹤0.01%
+473
829
$13K ﹤0.01%
200
830
$12K ﹤0.01%
+224
831
$12K ﹤0.01%
+226
832
$12K ﹤0.01%
296
+96
833
$12K ﹤0.01%
380
+123
834
$12K ﹤0.01%
325
-925
835
$12K ﹤0.01%
+515
836
$12K ﹤0.01%
306
837
$12K ﹤0.01%
+133
838
$12K ﹤0.01%
155
839
$12K ﹤0.01%
+2,800
840
$11K ﹤0.01%
+864
841
$11K ﹤0.01%
279
842
$11K ﹤0.01%
218
843
$11K ﹤0.01%
+396
844
$11K ﹤0.01%
796
845
$11K ﹤0.01%
85
846
$11K ﹤0.01%
+476
847
$11K ﹤0.01%
400
848
$11K ﹤0.01%
+180
849
$11K ﹤0.01%
+1,425
850
$10K ﹤0.01%
325
32 33
34
35 36