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
151
$1.51M 0.07%
17,235
152
$1.49M 0.07%
45,626
-178
153
$1.48M 0.07%
9,844
+200
154
$1.41M 0.07%
16,553
+594
155
$1.37M 0.06%
14,409
+746
156
$1.37M 0.06%
30,481
+414
157
$1.36M 0.06%
80,775
+3,225
158
$1.36M 0.06%
21,835
159
$1.34M 0.06%
4,378
-231
160
$1.31M 0.06%
37,662
-2,103
161
$1.29M 0.06%
22,065
-226
162
$1.29M 0.06%
16,595
+1,590
163
$1.27M 0.06%
54,993
-39,970
164
$1.23M 0.06%
2,256
+345
165
$1.21M 0.06%
16,615
+400
166
$1.21M 0.06%
23,545
-500
167
$1.18M 0.06%
15,748
+750
168
$1.17M 0.05%
17,364
+939
169
$1.17M 0.05%
71,613
-919
170
$1.15M 0.05%
27,025
-3,600
171
$1.13M 0.05%
26,091
-170
172
$1.13M 0.05%
14,200
-500
173
$1.13M 0.05%
7,000
174
$1.12M 0.05%
9,297
+864
175
$1.12M 0.05%
30,425
-3,000
5 6
7
8 9