EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
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 16.53%
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
– –
-5,000
1002
– –
-1,700
1003
– –
-1,835
1004
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-50
1005
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1006
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-650
1007
– –
-6,190
1008
– –
-11,250
1009
– –
-45,875
1010
– –
-4,539
1011
– –
-4,000
1012
$0 ﹤0.01%
+1
1013
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-600
1014
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-184
1015
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-484
1016
– –
-1,586
1017
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-790
1018
– –
-4,866
1019
– –
-2,000
1020
– –
-500
1021
– –
-800
1022
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-200
1023
– –
-823
1024
– –
-20,477
1025
– –
-4
39 40
41
42 43