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EWM

Evercore Wealth Management Portfolio holdings

AUM $6.36B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
1051
– –
-1,600
1052
– –
-6,190
1053
– –
-11,250
1054
– –
-45,875
1055
– –
-4,539
1056
– –
-3,683
1057
– –
-400
1058
– –
-4,000
1059
$0 ﹤0.01%
+1
1060
– –
-15,703
1061
$0 ﹤0.01%
5
1062
– –
-3,689
1063
– –
-255
1064
– –
-800
1065
– –
-2,500
1066
– –
-6,521
1067
– –
-130
1068
– –
-600
1069
– –
-184
1070
– –
-484
1071
– –
-27,621
1072
$0 ﹤0.01%
2
1073
$0 ﹤0.01%
1
1074
$0 ﹤0.01%
15
1075
– –
-500
41 42
43
44 45