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EWM

Evercore Wealth Management Portfolio holdings

AUM $6.36B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
901
$6K ﹤0.01%
+1,900
902
$6K ﹤0.01%
+1,500
903
$6K ﹤0.01%
75
904
$6K ﹤0.01%
+350
905
$6K ﹤0.01%
+700
906
$6K ﹤0.01%
400
-1,100
907
$6K ﹤0.01%
214
+11
908
$6K ﹤0.01%
2,000
909
$5K ﹤0.01%
+63
910
$5K ﹤0.01%
+42
911
$5K ﹤0.01%
+32
912
$5K ﹤0.01%
164
-246
913
$5K ﹤0.01%
+81
914
$5K ﹤0.01%
300
-300
915
$5K ﹤0.01%
+100
916
$5K ﹤0.01%
350
-534
917
$5K ﹤0.01%
+82
918
$5K ﹤0.01%
1,400
919
$5K ﹤0.01%
+80
920
$5K ﹤0.01%
+289
921
$5K ﹤0.01%
235
922
$5K ﹤0.01%
+105
923
$5K ﹤0.01%
806
924
$5K ﹤0.01%
10,000
925
$5K ﹤0.01%
+105
35 36
37
38 39