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
276
$454K 0.02%
24,130
277
$452K 0.02%
20,875
278
$450K 0.02%
7,025
-2,200
279
$446K 0.02%
4,557
280
$446K 0.02%
12,336
+2,145
281
$441K 0.02%
41,403
+993
282
$441K 0.02%
4,200
283
$437K 0.02%
5,461
+5,055
284
$437K 0.02%
13,328
+4,373
285
$433K 0.02%
2,540
286
$432K 0.02%
43,088
+38,386
287
$422K 0.02%
26,214
-827
288
$422K 0.02%
2,029
289
$420K 0.02%
8,580
290
$418K 0.02%
3,608
291
$418K 0.02%
656
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292
$417K 0.02%
12,237
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293
$411K 0.02%
7,000
294
$408K 0.02%
4,260
295
$406K 0.02%
17,717
-260
296
$402K 0.02%
10,000
-16,000
297
$398K 0.02%
3,976
298
$398K 0.02%
10,171
-1,000
299
$394K 0.02%
21,615
300
$390K 0.02%
12,808
-15,000
10 11
12
13 14