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
451
$147K 0.01%
2,051
+795
452
$146K 0.01%
+4,250
453
$143K 0.01%
1,500
454
$143K 0.01%
1,475
-40
455
$141K 0.01%
2,113
456
$141K 0.01%
13,000
+1,500
457
$141K 0.01%
1,981
458
$140K 0.01%
1,750
459
$140K 0.01%
3,060
460
$140K 0.01%
1,536
-300
461
$140K 0.01%
1,537
+206
462
$138K 0.01%
4,000
463
$138K 0.01%
2,500
464
$136K 0.01%
3,918
+2,080
465
$134K 0.01%
5,300
466
$133K 0.01%
2,360
+1,499
467
$132K 0.01%
5,350
-265
468
$131K 0.01%
2,864
469
$131K 0.01%
664
+75
470
$131K 0.01%
3,832
-605
471
$129K 0.01%
1,600
472
$129K 0.01%
1,355
473
$128K 0.01%
3,000
474
$128K 0.01%
1,600
475
$127K 0.01%
1,826
-250
17 18
19
20 21