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
251
$551K 0.03%
10,305
+80
252
$548K 0.03%
11,417
253
$544K 0.03%
12,464
-1,000
254
$544K 0.03%
9,650
-855
255
$537K 0.03%
19,968
-1,978
256
$530K 0.03%
15,800
257
$524K 0.03%
12,656
258
$518K 0.03%
35,020
259
$515K 0.03%
4,029
260
$511K 0.03%
7,198
261
$510K 0.03%
8,400
-142
262
$497K 0.02%
4,430
-35
263
$485K 0.02%
21
264
$481K 0.02%
22,956
+14,836
265
$472K 0.02%
6,833
-100
266
$467K 0.02%
2,895
267
$465K 0.02%
11,996
+4,220
268
$463K 0.02%
7,425
+2,650
269
$462K 0.02%
11,369
+3,408
270
$460K 0.02%
8,782
271
$460K 0.02%
6,054
-1,573
272
$457K 0.02%
25,895
273
$456K 0.02%
8,051
274
$456K 0.02%
12,106
275
$454K 0.02%
3,100
-200
9 10
11
12 13