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
401
$192K 0.01%
4,685
-5,040
402
$192K 0.01%
4,000
403
$191K 0.01%
4,217
-1,300
404
$191K 0.01%
4,567
+141
405
$189K 0.01%
2,398
+150
406
$189K 0.01%
7,457
407
$187K 0.01%
17,760
408
$187K 0.01%
1,595
409
$187K 0.01%
6,668
410
$185K 0.01%
2,270
411
$184K 0.01%
1,950
412
$182K 0.01%
1,400
413
$181K 0.01%
4,900
414
$181K 0.01%
2,557
+706
415
$180K 0.01%
2,050
+1,326
416
$179K 0.01%
3,000
417
$177K 0.01%
4,199
+589
418
$176K 0.01%
4,730
419
$176K 0.01%
1,838
+650
420
$176K 0.01%
5,974
421
$173K 0.01%
3,509
-296
422
$173K 0.01%
9,100
+3,100
423
$172K 0.01%
4,490
424
$171K 0.01%
1,553
+436
425
$171K 0.01%
3,410
15 16
17
18 19