EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
1076
– –
-2,500
1077
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-6,521
1078
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-130
1079
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-600
1080
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-184
1081
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1082
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-27,621
1083
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-2,734
1084
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-100
1085
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-1
1086
$0 ﹤0.01%
1
1087
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-1,586
1088
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-8,000
1089
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-790
1090
– –
-4,866
1091
$0 ﹤0.01%
2
1092
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1
1093
$0 ﹤0.01%
15
1094
– –
-500
1095
– –
-13,367
1096
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-2,000
1097
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-500
1098
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1099
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-1,952
1100
– –
-3,677
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