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
376
$227K 0.01%
3,930
+120
377
$220K 0.01%
11,000
378
$219K 0.01%
11,305
+750
379
$219K 0.01%
2,654
+2,531
380
$218K 0.01%
8,738
381
$217K 0.01%
1,830
-12
382
$216K 0.01%
5,159
383
$215K 0.01%
185
-2
384
$214K 0.01%
3,545
385
$213K 0.01%
6,062
386
$210K 0.01%
9,401
+4,419
387
$210K 0.01%
8,000
388
$209K 0.01%
4,000
389
$208K 0.01%
4,000
390
$206K 0.01%
14,500
-197
391
$206K 0.01%
12,818
-704
392
$206K 0.01%
5,400
393
$205K 0.01%
6,687
+3,597
394
$199K 0.01%
3,780
395
$199K 0.01%
3,700
396
$199K 0.01%
1,950
+600
397
$199K 0.01%
1,200
398
$198K 0.01%
2,490
+98
399
$197K 0.01%
3,398
400
$192K 0.01%
1,470
14 15
16
17 18