We are live on ! Find out more
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
1076
– –
-13,367
1077
– –
-2,000
1078
– –
-500
1079
– –
-800
1080
– –
-1,952
1081
– –
-3,677
1082
$0 ﹤0.01%
62
-203
1083
$0 ﹤0.01%
5
1084
– –
-9,865
1085
– –
-7
1086
$0 ﹤0.01%
+300
1087
– –
-1,400
1088
– –
-1,968
1089
– –
-3
1090
$0 ﹤0.01%
500
1091
– –
-300
1092
– –
-200
1093
– –
-823
1094
– –
-527
1095
– –
-4
1096
$0 ﹤0.01%
+141
1097
$0 ﹤0.01%
2,368
1098
$0 ﹤0.01%
375
1099
– –
0
1100
– –
-2,734
41 42 43
44
45