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
501
$109K 0.01%
1,093
+1,000
502
$109K 0.01%
1,500
503
$107K 0.01%
1,000
504
$106K 0.01%
10,000
505
$106K 0.01%
4,021
-1,789
506
$106K 0.01%
2,980
507
$105K 0.01%
1,593
508
$105K 0.01%
5,184
509
$104K 0.01%
943
+389
510
$102K 0.01%
1,380
-250
511
$102K 0.01%
522
512
$102K 0.01%
1,634
513
$102K 0.01%
2,584
+2,059
514
$101K 0.01%
1,153
+273
515
$101K 0.01%
+3,066
516
$100K 0.01%
1,015
+280
517
$99K 0.01%
4,800
-18,650
518
$98K ﹤0.01%
2,400
519
$96K ﹤0.01%
2,152
520
$95K ﹤0.01%
3,000
521
$95K ﹤0.01%
+3,677
522
$94K ﹤0.01%
1,675
-30
523
$94K ﹤0.01%
2,271
+148
524
$92K ﹤0.01%
2,125
525
$91K ﹤0.01%
900
19 20
21
22 23