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
601
$54K ﹤0.01%
1,888
602
$53K ﹤0.01%
2,000
603
$53K ﹤0.01%
443
604
$53K ﹤0.01%
1,451
-72
605
$52K ﹤0.01%
1,028
606
$52K ﹤0.01%
1,760
607
$52K ﹤0.01%
1,186
-800
608
$52K ﹤0.01%
681
609
$51K ﹤0.01%
896
610
$51K ﹤0.01%
2,080
611
$50K ﹤0.01%
6,000
612
$50K ﹤0.01%
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613
$50K ﹤0.01%
2,228
-4,000
614
$50K ﹤0.01%
548
-54
615
$49K ﹤0.01%
1,650
616
$49K ﹤0.01%
+2,000
617
$48K ﹤0.01%
700
618
$48K ﹤0.01%
320
-1,419
619
$47K ﹤0.01%
1,186
620
$47K ﹤0.01%
446
621
$47K ﹤0.01%
3,570
622
$46K ﹤0.01%
+1,000
623
$46K ﹤0.01%
1,495
-410
624
$46K ﹤0.01%
800
625
$45K ﹤0.01%
7,000
23 24
25
26 27