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
976
$2K ﹤0.01%
100
-1,640
977
$2K ﹤0.01%
+106
978
$2K ﹤0.01%
+1,625
979
$2K ﹤0.01%
56
980
$2K ﹤0.01%
67
-174
981
$2K ﹤0.01%
+60
982
$1K ﹤0.01%
50
983
$1K ﹤0.01%
400
984
$1K ﹤0.01%
+23
985
$1K ﹤0.01%
30
986
$1K ﹤0.01%
26
987
$1K ﹤0.01%
1,144
988
$1K ﹤0.01%
+73
989
$1K ﹤0.01%
+10
990
$1K ﹤0.01%
72
991
$1K ﹤0.01%
+450
992
$1K ﹤0.01%
37
993
$1K ﹤0.01%
74
994
$1K ﹤0.01%
22
995
$1K ﹤0.01%
24
-316,285
996
$1K ﹤0.01%
37
997
$1K ﹤0.01%
500
998
$1K ﹤0.01%
1,500
999
$1K ﹤0.01%
13
-13
1000
– –
-122,380
38 39
40
41 42