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
876
$8K ﹤0.01%
634
-66
877
$8K ﹤0.01%
76
-3,924
878
$8K ﹤0.01%
+292
879
$8K ﹤0.01%
+418
880
$8K ﹤0.01%
156
881
$8K ﹤0.01%
+200
882
$8K ﹤0.01%
92
883
$7K ﹤0.01%
100
884
$7K ﹤0.01%
425
+300
885
$7K ﹤0.01%
+250
886
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887
$7K ﹤0.01%
270
888
$7K ﹤0.01%
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889
$7K ﹤0.01%
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890
$7K ﹤0.01%
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891
$7K ﹤0.01%
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892
$7K ﹤0.01%
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$6K ﹤0.01%
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895
$6K ﹤0.01%
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898
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$6K ﹤0.01%
75
900
$6K ﹤0.01%
+350
34 35
36
37 38