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
1001
– –
-2,700
1002
– –
-800
1003
– –
-500
1004
– –
-1,630
1005
– –
-2,900
1006
– –
-1,700
1007
– –
-1,225
1008
– –
-355
1009
– –
-69
1010
– –
-7,469
1011
– –
-800
1012
– –
-3,392
1013
– –
-4,952
1014
– –
-25,425
1015
– –
-359,028
1016
– –
-5,000
1017
– –
-84,565
1018
– –
-26,891
1019
– –
-112
1020
$0 ﹤0.01%
38
1021
– –
-18,592
1022
– –
-583
1023
– –
-321
1024
– –
-1,700
1025
– –
-1,835
39 40
41
42 43