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
476
$124K 0.01%
3,626
477
$123K 0.01%
1,000
-169
478
$123K 0.01%
1,240
479
$123K 0.01%
1,600
480
$122K 0.01%
4,000
481
$122K 0.01%
1,585
482
$122K 0.01%
15,018
483
$120K 0.01%
4,000
484
$120K 0.01%
4,640
485
$120K 0.01%
10,695
-2,674
486
$119K 0.01%
1,989
+232
487
$118K 0.01%
2,400
488
$117K 0.01%
22,000
489
$117K 0.01%
7,500
490
$116K 0.01%
2,268
491
$116K 0.01%
5,300
492
$113K 0.01%
2,185
-500
493
$113K 0.01%
33,300
494
$113K 0.01%
2,904
495
$113K 0.01%
3,000
496
$112K 0.01%
+2,050
497
$112K 0.01%
823
498
$111K 0.01%
2,001
+967
499
$111K 0.01%
9,050
500
$109K 0.01%
1,696
18 19
20
21 22