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
1
$61.9M 2.87%
2,353,032
-282,708
2
$54.5M 2.53%
559,705
+3,926
3
$52.3M 2.43%
395,558
+4,945
4
$51.8M 2.41%
440,706
+14,526
5
$50.7M 2.35%
1,430,922
+46,320
6
$49.5M 2.3%
892,066
+35,197
7
$48.3M 2.24%
65,160
+2,474
8
$46M 2.14%
546,289
+23,071
9
$44.6M 2.07%
380,195
+368,236
10
$44.3M 2.05%
1,279,959
+54,567
11
$40.3M 1.87%
415,500
+12,387
12
$40.1M 1.86%
1,056,400
-806,680
13
$39.9M 1.85%
379,453
+6,917
14
$37.2M 1.73%
594,881
+17,679
15
$36.7M 1.7%
193,450
-1,277
16
$36.7M 1.7%
186,133
+29,852
17
$35.1M 1.63%
346,742
+8,557
18
$34M 1.58%
324,880
+12,978
19
$33.8M 1.57%
567,186
+45,760
20
$33.7M 1.57%
501,112
+11,824
21
$32.6M 1.51%
+838,840
22
$32.4M 1.5%
245,260
+13,058
23
$32.2M 1.49%
313,297
-3,150
24
$31.5M 1.46%
250,142
+20,621
25
$30.5M 1.42%
97,666
+10,999
1
2 3 4 5