EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2B
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$10.4M
3
+$5.31M
4
FAST icon
Fastenal
FAST
+$5.15M
5
AZO icon
AutoZone
AZO
+$3.09M

Top Sells

1
+$4.26M
2
+$2.13M
3
+$1.7M
4
QCOM icon
Qualcomm
QCOM
+$1.68M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.42M

Sector Composition

1 Technology 17.35%
2 Healthcare 14%
3 Consumer Discretionary 11.51%
4 Financials 11.38%
5 Energy 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$676K 0.03%
3,688
+1,355
227
$669K 0.03%
7,427
228
$668K 0.03%
18,578
-4,450
229
$655K 0.03%
9,083
+3,369
230
$641K 0.03%
6,609
-5,973
231
$640K 0.03%
15,780
232
$638K 0.03%
50,100
233
$631K 0.03%
15,805
-145
234
$628K 0.03%
6,190
235
$626K 0.03%
11,158
236
$616K 0.03%
8,369
-1
237
$612K 0.03%
5,521
238
$605K 0.03%
15,235
239
$603K 0.03%
21,000
240
$595K 0.03%
7,070
-663
241
$595K 0.03%
7,057
242
$582K 0.03%
14,150
-238
243
$572K 0.03%
5,653
-1,398
244
$570K 0.03%
6,948
+575
245
$570K 0.03%
12,100
+200
246
$562K 0.03%
16,395
+1,470
247
$562K 0.03%
4,447
248
$561K 0.03%
10,516
-4,984
249
$556K 0.03%
4,580
-2,133
250
$556K 0.03%
4,719
+1,439
8 9
10
11 12