EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
26
$25.6M 1.28%
802,459
+54,357
27
$24.9M 1.25%
170,287
+5,757
28
$23.3M 1.17%
521,496
+26,360
29
$23.1M 1.16%
193,363
+1,475
30
$22.7M 1.14%
279,262
+6,289
31
$22.5M 1.13%
190,004
+9,626
32
$22M 1.1%
147,159
+593
33
$21.9M 1.1%
374,280
+46,208
34
$21.8M 1.09%
434,088
+22,673
35
$21.5M 1.08%
424,200
-2,500
36
$20.9M 1.05%
677,650
+12,467
37
$20.4M 1.02%
1,818,980
+459,016
38
$20M 1%
496,070
-6,724
39
$19.7M 0.99%
234,026
+1,507
40
$19.1M 0.96%
194,730
-4,447
41
$17.8M 0.89%
205,811
-19,597
42
$17.1M 0.86%
226,653
+13,166
43
$16.9M 0.84%
134,467
-4,250
44
$16.8M 0.84%
447,275
+25,309
45
$16.6M 0.83%
283,405
+22,240
46
$15.6M 0.78%
65,787
+12,109
47
$15.2M 0.76%
318,520
+20,176
48
$15M 0.75%
84,181
-23,891
49
$15M 0.75%
240,605
+45,588
50
$13.2M 0.66%
80,409
+75,091
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