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
1076
– –
-3,689
1077
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-255
1078
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-800
1079
– –
-2,500
1080
– –
-6,521
1081
– –
-130
1082
– –
-600
1083
– –
-527
1084
– –
-4
1085
$0 ﹤0.01%
+141
1086
$0 ﹤0.01%
2,368
1087
$0 ﹤0.01%
375
1088
– –
0
1089
– –
-484
1090
– –
-27,621
1091
– –
-2,734
1092
– –
-100
1093
– –
-1
1094
$0 ﹤0.01%
1
1095
– –
-1,586
1096
– –
-8,000
1097
– –
-790
1098
– –
-4,866
1099
$0 ﹤0.01%
2
1100
$0 ﹤0.01%
1
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