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
1101
– –
-1
1102
$0 ﹤0.01%
1
1103
– –
-8,000
1104
$0 ﹤0.01%
15
1105
– –
-500
1106
– –
-13,367
1107
– –
-3,677
1108
$0 ﹤0.01%
62
-203
1109
$0 ﹤0.01%
5
1110
– –
-9,865
1111
– –
-7
1112
$0 ﹤0.01%
+300
1113
– –
-1,400
1114
– –
-3
1115
$0 ﹤0.01%
500
1116
– –
-300
1117
– –
-1,354,707
1118
– –
-500
1119
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-172
1120
– –
-7,929
1121
– –
-527
1122
$0 ﹤0.01%
2,368
1123
$0 ﹤0.01%
375
1124
– –
0
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45