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
126
$2.17M 0.1%
49,858
+9,287
127
$2.15M 0.1%
26,235
+224
128
$2.14M 0.1%
6,308
-570
129
$2M 0.09%
36,550
+3,784
130
$1.94M 0.09%
32,284
+2,253
131
$1.91M 0.09%
10,229
+103
132
$1.91M 0.09%
18,416
+442
133
$1.91M 0.09%
26,218
+2,766
134
$1.89M 0.09%
5,562
+251
135
$1.87M 0.09%
8,606
+380
136
$1.84M 0.09%
54,500
+6,560
137
$1.75M 0.08%
62,054
+43,970
138
$1.73M 0.08%
44,170
-6,096
139
$1.72M 0.08%
84,237
-4,317
140
$1.72M 0.08%
13,509
+1,418
141
$1.71M 0.08%
35,042
+33,375
142
$1.7M 0.08%
58,800
143
$1.7M 0.08%
130,048
+1,600
144
$1.64M 0.08%
14,450
-3,410
145
$1.63M 0.08%
62,740
-5,880
146
$1.6M 0.07%
98,908
-199,990
147
$1.55M 0.07%
37,885
+3,935
148
$1.54M 0.07%
35,726
+4,436
149
$1.53M 0.07%
11,164
+135
150
$1.52M 0.07%
19,987
+19,377
4 5
6
7 8