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
201
$818K 0.04%
1,711
202
$816K 0.04%
8,950
203
$806K 0.04%
10,561
+1,350
204
$793K 0.04%
8,027
+440
205
$772K 0.04%
10,625
+2,425
206
$771K 0.04%
18,504
+1,450
207
$769K 0.04%
6,181
+112
208
$765K 0.04%
8,150
+1,624
209
$754K 0.04%
8,679
+1,615
210
$741K 0.03%
9,296
+423
211
$737K 0.03%
93,934
+2,034
212
$734K 0.03%
13,738
213
$730K 0.03%
53,113
+40,263
214
$729K 0.03%
13,769
+243
215
$717K 0.03%
21,255
-10,270
216
$703K 0.03%
6,634
+40
217
$692K 0.03%
3,980
218
$685K 0.03%
8,678
+3,178
219
$662K 0.03%
6,715
220
$658K 0.03%
7,427
221
$655K 0.03%
21,156
222
$654K 0.03%
48,800
223
$645K 0.03%
3,577
+288
224
$641K 0.03%
5,340
-79
225
$624K 0.03%
5,065
7 8
9
10 11