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
551
$76K ﹤0.01%
978
552
$75K ﹤0.01%
1,690
553
$75K ﹤0.01%
1,210
554
$75K ﹤0.01%
5,288
+701
555
$74K ﹤0.01%
1,644
556
$74K ﹤0.01%
5,510
+3,502
557
$74K ﹤0.01%
971
558
$74K ﹤0.01%
5,575
559
$73K ﹤0.01%
1,039
-95
560
$73K ﹤0.01%
2,000
-4,000
561
$72K ﹤0.01%
2,000
-2,000
562
$72K ﹤0.01%
1,340
563
$71K ﹤0.01%
1,050
564
$71K ﹤0.01%
1,500
565
$70K ﹤0.01%
3,125
-42,095
566
$69K ﹤0.01%
+2,832
567
$69K ﹤0.01%
1,245
568
$69K ﹤0.01%
2,198
-412
569
$68K ﹤0.01%
1,900
570
$68K ﹤0.01%
10,444
571
$68K ﹤0.01%
1,881
572
$67K ﹤0.01%
595
-11
573
$66K ﹤0.01%
1,687
-700
574
$65K ﹤0.01%
1,540
+49
575
$64K ﹤0.01%
2,000
21 22
23
24 25