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
101
$3.45M 0.16%
37,074
-22
102
$3.32M 0.15%
20,447
+9,466
103
$3.28M 0.15%
68,578
-3,634
104
$3.24M 0.15%
79,275
-329,300
105
$3.22M 0.15%
48,307
-6,434
106
$3.03M 0.14%
60,697
-52,433
107
$3.03M 0.14%
25,328
-37
108
$3M 0.14%
27,093
-346
109
$2.95M 0.14%
47,315
+673
110
$2.87M 0.13%
25,117
+1,608
111
$2.83M 0.13%
94,652
-2,800
112
$2.79M 0.13%
26,682
+728
113
$2.72M 0.13%
58,182
-1,898
114
$2.58M 0.12%
22,835
+1,892
115
$2.57M 0.12%
13
-6
116
$2.53M 0.12%
63,240
+15,608
117
$2.49M 0.12%
42,740
+6,292
118
$2.46M 0.11%
53,153
+670
119
$2.45M 0.11%
33,432
120
$2.44M 0.11%
17,228
+1,082
121
$2.39M 0.11%
28,409
+1,788
122
$2.39M 0.11%
35,972
-2,200
123
$2.36M 0.11%
30,069
+2,800
124
$2.26M 0.1%
22,883
+1,623
125
$2.21M 0.1%
21,328
+2,350
3 4
5
6 7