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
926
$5K ﹤0.01%
+105
927
$5K ﹤0.01%
806
928
$5K ﹤0.01%
10,000
929
$4K ﹤0.01%
+169
930
$4K ﹤0.01%
+320
931
$4K ﹤0.01%
+158
932
$4K ﹤0.01%
200
933
$4K ﹤0.01%
+57
934
$4K ﹤0.01%
+136
935
$4K ﹤0.01%
+109
936
$4K ﹤0.01%
+99
937
$4K ﹤0.01%
+31
938
$4K ﹤0.01%
+68
939
$4K ﹤0.01%
+102
940
$4K ﹤0.01%
127
+27
941
$4K ﹤0.01%
+17
942
$4K ﹤0.01%
+26
943
$4K ﹤0.01%
78
+3
944
$4K ﹤0.01%
+47
945
$4K ﹤0.01%
357
+178
946
$4K ﹤0.01%
140
947
$4K ﹤0.01%
219
948
$4K ﹤0.01%
+170
949
$4K ﹤0.01%
9
950
$4K ﹤0.01%
+55
36 37
38
39 40