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
301
$388K 0.02%
12,531
302
$388K 0.02%
1,750
-750
303
$380K 0.02%
6,826
-1,160
304
$379K 0.02%
9,529
305
$372K 0.02%
3,322
306
$368K 0.02%
21,633
+1,000
307
$366K 0.02%
7,000
308
$366K 0.02%
5,215
+116
309
$363K 0.02%
3,016
310
$361K 0.02%
2,731
311
$359K 0.02%
14,703
+2,442
312
$358K 0.02%
4,800
313
$350K 0.02%
+3,300
314
$350K 0.02%
10,000
315
$347K 0.02%
8,240
-3,088
316
$345K 0.02%
953
+140
317
$344K 0.02%
7,259
-30
318
$335K 0.02%
13,250
319
$330K 0.02%
+10,000
320
$329K 0.02%
1,985
321
$328K 0.02%
20,250
322
$325K 0.02%
6,002
+165
323
$325K 0.02%
1,976
324
$322K 0.02%
1,743
325
$321K 0.02%
6,521
11 12
13
14 15