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
526
$91K ﹤0.01%
1,705
+1,600
527
$91K ﹤0.01%
6,413
528
$90K ﹤0.01%
1,600
-1,000
529
$89K ﹤0.01%
2,458
530
$89K ﹤0.01%
1,544
531
$88K ﹤0.01%
8,071
532
$88K ﹤0.01%
8,066
533
$88K ﹤0.01%
733
-90
534
$86K ﹤0.01%
1,838
535
$85K ﹤0.01%
+3,000
536
$84K ﹤0.01%
1,545
537
$83K ﹤0.01%
2,044
538
$83K ﹤0.01%
575
539
$81K ﹤0.01%
1,766
+403
540
$81K ﹤0.01%
3,230
541
$80K ﹤0.01%
3,525
+200
542
$79K ﹤0.01%
1,170
543
$79K ﹤0.01%
1,712
-102
544
$78K ﹤0.01%
2,500
545
$78K ﹤0.01%
10,300
546
$78K ﹤0.01%
3,750
547
$77K ﹤0.01%
1,800
548
$77K ﹤0.01%
2,032
549
$77K ﹤0.01%
3,000
550
$76K ﹤0.01%
2,400
-840
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