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 16.54%
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
– –
-25,425
1052
– –
-112
1053
$0 ﹤0.01%
38
1054
– –
-18,592
1055
– –
-583
1056
– –
-321
1057
– –
-15,530
1058
– –
-825
1059
– –
0
1060
– –
-400
1061
– –
-4,422
1062
– –
-10,128
1063
– –
-1,000
1064
– –
-405
1065
– –
-13,068
1066
– –
-312
1067
– –
-459
1068
– –
-1,160
1069
– –
-200
1070
– –
-1,708
1071
– –
-1,812
1072
– –
-900
1073
– –
-4,464
1074
– –
-28,187
1075
– –
-250
41 42
43
44 45