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
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
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+31
957
$3K ﹤0.01%
+517
958
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+157
959
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56
960
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+154
961
$3K ﹤0.01%
230
962
$3K ﹤0.01%
1,000
963
$3K ﹤0.01%
+34
964
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+45
965
$3K ﹤0.01%
100
966
$3K ﹤0.01%
+96
967
$3K ﹤0.01%
+104
968
$3K ﹤0.01%
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969
$3K ﹤0.01%
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970
$3K ﹤0.01%
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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