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
901
$6K ﹤0.01%
+360
902
$6K ﹤0.01%
118
903
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+147
904
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905
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156
-191
906
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+350
907
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+700
908
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400
-1,100
909
$5K ﹤0.01%
806
910
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+105
911
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+117
912
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105
913
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914
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+42
915
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+32
916
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164
-246
917
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+81
918
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300
-300
919
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333
920
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+100
921
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350
-534
922
$5K ﹤0.01%
+82
923
$5K ﹤0.01%
1,400
924
$5K ﹤0.01%
+80
925
$5K ﹤0.01%
+289
35 36
37
38 39