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
951
$4K ﹤0.01%
+78
952
$4K ﹤0.01%
+134
953
$4K ﹤0.01%
665
+100
954
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+109
955
$4K ﹤0.01%
+99
956
$4K ﹤0.01%
+31
957
$3K ﹤0.01%
100
958
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+172
959
$3K ﹤0.01%
+157
960
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56
961
$3K ﹤0.01%
+154
962
$3K ﹤0.01%
230
963
$3K ﹤0.01%
1,000
964
$3K ﹤0.01%
+34
965
$3K ﹤0.01%
+45
966
$3K ﹤0.01%
+96
967
$3K ﹤0.01%
+104
968
$3K ﹤0.01%
+137
969
$3K ﹤0.01%
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970
$3K ﹤0.01%
+1,800
971
$3K ﹤0.01%
50
972
$3K ﹤0.01%
2,000
973
$2K ﹤0.01%
1,000
974
$2K ﹤0.01%
150
975
$2K ﹤0.01%
100
37 38
39
40 41