EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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%
+263
902
$6K ﹤0.01%
+273
903
$6K ﹤0.01%
+1,900
904
$6K ﹤0.01%
+1,500
905
$6K ﹤0.01%
75
906
$6K ﹤0.01%
+350
907
$6K ﹤0.01%
+700
908
$6K ﹤0.01%
400
-1,100
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%
+105
916
$5K ﹤0.01%
+117
917
$5K ﹤0.01%
105
918
$5K ﹤0.01%
333
919
$5K ﹤0.01%
+100
920
$5K ﹤0.01%
350
-534
921
$5K ﹤0.01%
+82
922
$5K ﹤0.01%
1,400
923
$5K ﹤0.01%
+80
924
$5K ﹤0.01%
+289
925
$5K ﹤0.01%
235
35 36
37
38 39