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
76
$6.09M 0.28%
88,512
-7,795
77
$6.01M 0.28%
23,651
-4,470
78
$5.9M 0.27%
227,087
-8,556
79
$5.85M 0.27%
130,231
+3,498
80
$5.83M 0.27%
87,513
-1,865
81
$5.79M 0.27%
72,988
-31,408
82
$5.47M 0.25%
75,010
-1,000
83
$5.4M 0.25%
71,029
-4,850
84
$5.3M 0.25%
74,894
-377
85
$5.25M 0.24%
123,664
+6,260
86
$5.14M 0.24%
487,073
-12,893
87
$5.12M 0.24%
38,906
-737
88
$5.03M 0.23%
180,405
+2,600
89
$4.83M 0.22%
59,299
+179
90
$4.33M 0.2%
46,739
-39
91
$4.32M 0.2%
59,991
+1,997
92
$4.3M 0.2%
100,129
-4,732
93
$4.27M 0.2%
100,117
-4,770
94
$4.19M 0.19%
35,432
-926
95
$4.13M 0.19%
47,001
+4,096
96
$4.13M 0.19%
36,652
-781
97
$4.02M 0.19%
41,108
+2,043
98
$3.97M 0.18%
111,566
+5,652
99
$3.94M 0.18%
38,783
-11,326
100
$3.66M 0.17%
+32,376
2 3
4
5 6