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
576
$63K ﹤0.01%
5,625
577
$63K ﹤0.01%
916
-585
578
$63K ﹤0.01%
820
-14
579
$62K ﹤0.01%
700
-200
580
$62K ﹤0.01%
5,000
581
$62K ﹤0.01%
2,000
582
$61K ﹤0.01%
3,829
583
$60K ﹤0.01%
268
584
$60K ﹤0.01%
2,000
585
$60K ﹤0.01%
1,289
+129
586
$60K ﹤0.01%
1,800
587
$59K ﹤0.01%
965
+203
588
$59K ﹤0.01%
3,300
589
$59K ﹤0.01%
600
590
$58K ﹤0.01%
2,466
-784
591
$58K ﹤0.01%
661
592
$58K ﹤0.01%
825
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593
$58K ﹤0.01%
4,377
594
$57K ﹤0.01%
1,250
595
$56K ﹤0.01%
10,000
596
$56K ﹤0.01%
430
597
$56K ﹤0.01%
1,225
598
$55K ﹤0.01%
800
599
$54K ﹤0.01%
1,000
600
$54K ﹤0.01%
250
22 23
24
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