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
1001
– –
-500
1002
– –
-6,190
1003
– –
-11,250
1004
– –
-45,875
1005
– –
-184
1006
– –
-200
1007
– –
-583
1008
– –
-400
1009
– –
-50
1010
– –
-10,221
1011
– –
-2,700
1012
– –
-800
1013
– –
-33
1014
– –
-1,630
1015
– –
-2,900
1016
– –
-1,700
1017
– –
-1,225
1018
– –
-355
1019
– –
-69
1020
– –
-7,469
1021
– –
-800
1022
– –
-3,392
1023
– –
-4,952
1024
– –
-25,425
1025
– –
-359,028
39 40
41
42 43