We are live on ! Find out more
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
926
$5K ﹤0.01%
+117
927
$5K ﹤0.01%
105
928
$5K ﹤0.01%
333
929
$4K ﹤0.01%
+68
930
$4K ﹤0.01%
+169
931
$4K ﹤0.01%
+102
932
$4K ﹤0.01%
127
+27
933
$4K ﹤0.01%
+17
934
$4K ﹤0.01%
+26
935
$4K ﹤0.01%
+320
936
$4K ﹤0.01%
+158
937
$4K ﹤0.01%
+57
938
$4K ﹤0.01%
+136
939
$4K ﹤0.01%
78
+3
940
$4K ﹤0.01%
+47
941
$4K ﹤0.01%
357
+178
942
$4K ﹤0.01%
140
943
$4K ﹤0.01%
219
944
$4K ﹤0.01%
+170
945
$4K ﹤0.01%
9
946
$4K ﹤0.01%
+55
947
$4K ﹤0.01%
37
948
$4K ﹤0.01%
+150
949
$4K ﹤0.01%
150
950
$4K ﹤0.01%
+78
36 37
38
39 40