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
426
$170K 0.01%
3,264
427
$169K 0.01%
2,925
+595
428
$168K 0.01%
4,700
+3,327
429
$167K 0.01%
+16,665
430
$167K 0.01%
3,595
-72
431
$165K 0.01%
2,338
+300
432
$165K 0.01%
4,744
-566
433
$163K 0.01%
2,878
+136
434
$162K 0.01%
2,000
435
$160K 0.01%
10,584
436
$160K 0.01%
2,281
-161
437
$160K 0.01%
1,126
438
$159K 0.01%
+3,754
439
$159K 0.01%
1,755
+1,154
440
$157K 0.01%
1,100
441
$155K 0.01%
2,834
+1,873
442
$155K 0.01%
2,121
443
$155K 0.01%
3,400
444
$155K 0.01%
6,304
+228
445
$152K 0.01%
2,200
446
$152K 0.01%
2,243
+633
447
$151K 0.01%
3,163
448
$150K 0.01%
1,049
449
$150K 0.01%
3,804
450
$148K 0.01%
11,000
+6,000
16 17
18
19 20