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
1076
– –
-122,380
1077
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-167,823
1078
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-480
1079
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-1,200
1080
$0 ﹤0.01%
4
1081
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-518
1082
– –
-560
1083
$0 ﹤0.01%
+9
1084
– –
-3,300
1085
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-1,000
1086
– –
-6,677
1087
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-8,066
1088
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-1,884
1089
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-1,600
1090
– –
-15,703
1091
$0 ﹤0.01%
5
1092
– –
-3,689
1093
– –
-255
1094
– –
-800
1095
– –
-2,500
1096
– –
-6,521
1097
– –
-130
1098
– –
-27,621
1099
– –
-2,734
1100
– –
-100
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