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
1026
– –
-355
1027
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1028
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-7,469
1029
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-800
1030
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-3,392
1031
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-4,952
1032
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-25,425
1033
– –
-359,028
1034
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-5,000
1035
– –
-84,565
1036
– –
-26,891
1037
– –
-112
1038
$0 ﹤0.01%
38
1039
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-18,592
1040
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-321
1041
– –
-1,700
1042
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-1,835
1043
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-15,530
1044
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-825
1045
– –
0
1046
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-400
1047
– –
-50
1048
– –
-4,528
1049
– –
-4,422
1050
– –
-10,128
40 41
42
43 44