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
176
$1.12M 0.05%
22,346
+12,886
177
$1.08M 0.05%
4,649
+376
178
$1.06M 0.05%
33,131
-6,271
179
$1.03M 0.05%
13,427
-1,168
180
$1.02M 0.05%
39,603
-4,787
181
$1.01M 0.05%
6,998
+1,210
182
$995K 0.05%
14,635
-195
183
$981K 0.05%
13,732
+150
184
$979K 0.05%
22,880
+280
185
$979K 0.05%
30,798
+631
186
$978K 0.05%
17,617
+3,620
187
$968K 0.04%
54,725
+325
188
$933K 0.04%
28,967
+3,787
189
$931K 0.04%
9,513
-30
190
$930K 0.04%
73,934
+20,547
191
$890K 0.04%
10,546
+1,282
192
$888K 0.04%
17,931
+2,217
193
$879K 0.04%
12,948
+633
194
$875K 0.04%
13,650
195
$864K 0.04%
8,765
-680
196
$852K 0.04%
8,170
197
$832K 0.04%
55,755
-63,404
198
$825K 0.04%
8,973
+1,390
199
$821K 0.04%
18,400
200
$819K 0.04%
12,134
-898
6 7
8
9 10