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
1026
– –
-5,000
1027
– –
-84,565
1028
– –
-26,891
1029
– –
-112
1030
$0 ﹤0.01%
38
1031
– –
-18,592
1032
– –
-321
1033
– –
-1,700
1034
– –
-1,835
1035
– –
-15,530
1036
– –
-825
1037
– –
0
1038
– –
-4,528
1039
– –
-4,422
1040
– –
-10,128
1041
– –
-1,000
1042
– –
-405
1043
– –
-13,068
1044
– –
-312
1045
– –
-459
1046
– –
-1,160
1047
– –
-1,625
1048
– –
-200
1049
– –
-1,708
1050
– –
-1,812
40 41
42
43 44