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
351
$266K 0.01%
2,220
+1,000
352
$266K 0.01%
16,258
+9,237
353
$265K 0.01%
5,800
354
$264K 0.01%
4,404
-20
355
$261K 0.01%
1,984
356
$260K 0.01%
1,667
357
$255K 0.01%
6,780
+1,742
358
$255K 0.01%
5,650
-1,145
359
$254K 0.01%
10,272
+9,186
360
$251K 0.01%
3,964
361
$246K 0.01%
15,774
+8,065
362
$245K 0.01%
4,903
+3,129
363
$242K 0.01%
2,000
-408
364
$242K 0.01%
5,508
+4,152
365
$236K 0.01%
2,570
-825
366
$236K 0.01%
1,475
-500
367
$236K 0.01%
9,400
-3,800
368
$234K 0.01%
5,000
369
$234K 0.01%
4,907
-4,093
370
$232K 0.01%
10,895
371
$229K 0.01%
6,443
+93
372
$229K 0.01%
7,166
373
$228K 0.01%
10,069
374
$228K 0.01%
4,591
375
$228K 0.01%
3,784
-260
13 14
15
16 17