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
876
$8K ﹤0.01%
+150
877
$8K ﹤0.01%
634
-66
878
$8K ﹤0.01%
76
-3,924
879
$8K ﹤0.01%
+292
880
$8K ﹤0.01%
+418
881
$8K ﹤0.01%
156
882
$8K ﹤0.01%
92
883
$7K ﹤0.01%
425
+300
884
$7K ﹤0.01%
+250
885
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+230
886
$7K ﹤0.01%
100
887
$7K ﹤0.01%
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888
$7K ﹤0.01%
270
889
$7K ﹤0.01%
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890
$7K ﹤0.01%
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891
$7K ﹤0.01%
805
892
$7K ﹤0.01%
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893
$6K ﹤0.01%
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895
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898
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$6K ﹤0.01%
75
900
$6K ﹤0.01%
253
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34 35
36
37 38