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
326
$320K 0.02%
8,940
327
$320K 0.02%
3,646
328
$320K 0.02%
9,268
+4,040
329
$320K 0.02%
7,200
-10,000
330
$319K 0.02%
30,120
331
$319K 0.02%
9,500
332
$316K 0.02%
10,963
333
$315K 0.02%
500
334
$304K 0.02%
4,000
335
$301K 0.02%
14,809
+3,418
336
$298K 0.01%
2,750
+275
337
$298K 0.01%
8,850
338
$297K 0.01%
6,592
339
$296K 0.01%
3,465
340
$296K 0.01%
10,018
-736
341
$293K 0.01%
27,500
342
$289K 0.01%
6,000
343
$289K 0.01%
7,389
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344
$282K 0.01%
1,115
-100
345
$277K 0.01%
8,065
346
$272K 0.01%
3,331
+2,058
347
$270K 0.01%
7,148
-488
348
$269K 0.01%
4,000
349
$268K 0.01%
5,490
350
$268K 0.01%
3,581
-30
12 13
14
15 16