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
$0 ﹤0.01%
2
1027
– –
-8,000
1028
$0 ﹤0.01%
1
1029
– –
-1
1030
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-100
1031
– –
-2,734
1032
– –
-27,621
1033
– –
-484
1034
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-600
1035
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-130
1036
– –
-6,521
1037
– –
-6,190
1038
– –
-11,250
1039
– –
-45,875
1040
– –
-4,539
1041
– –
-4,000
1042
$0 ﹤0.01%
+1
1043
– –
-184
1044
– –
-1,586
1045
– –
-790
1046
– –
-4,866
1047
– –
-200
1048
– –
-823
1049
– –
-20,477
1050
– –
-4
40 41
42
43 44