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
901
$6K ﹤0.01%
253
+153
902
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+360
903
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118
904
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156
-191
905
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+263
906
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+273
907
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+700
908
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400
-1,100
909
$5K ﹤0.01%
350
-534
910
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+82
911
$5K ﹤0.01%
1,400
912
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913
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+289
914
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+63
915
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+42
916
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+32
917
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164
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918
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+81
919
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300
-300
920
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+105
921
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+117
922
$5K ﹤0.01%
105
923
$5K ﹤0.01%
333
924
$5K ﹤0.01%
+100
925
$5K ﹤0.01%
235
35 36
37
38 39