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
976
$2K ﹤0.01%
100
-1,640
977
$2K ﹤0.01%
+106
978
$2K ﹤0.01%
+1,625
979
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56
980
$2K ﹤0.01%
67
-174
981
$2K ﹤0.01%
+60
982
$1K ﹤0.01%
24
-316,285
983
$1K ﹤0.01%
1,500
984
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400
985
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+23
986
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30
987
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26
988
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1,144
989
$1K ﹤0.01%
+73
990
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+10
991
$1K ﹤0.01%
72
992
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+450
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37
994
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50
995
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74
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22
997
$1K ﹤0.01%
37
998
$1K ﹤0.01%
500
999
$1K ﹤0.01%
13
-13
1000
– –
-10,221
38 39
40
41 42