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
626
$45K ﹤0.01%
1,600
627
$45K ﹤0.01%
1,135
-139
628
$45K ﹤0.01%
560
629
$44K ﹤0.01%
1,000
630
$44K ﹤0.01%
3,000
631
$44K ﹤0.01%
335
-121
632
$43K ﹤0.01%
510
-94
633
$43K ﹤0.01%
947
634
$43K ﹤0.01%
844
635
$43K ﹤0.01%
5,700
636
$43K ﹤0.01%
250
637
$42K ﹤0.01%
2,640
638
$42K ﹤0.01%
1,010
639
$42K ﹤0.01%
800
640
$42K ﹤0.01%
736
641
$40K ﹤0.01%
3,213
642
$40K ﹤0.01%
2,000
643
$40K ﹤0.01%
1,300
-85
644
$40K ﹤0.01%
1,500
645
$39K ﹤0.01%
324
-324
646
$39K ﹤0.01%
271
647
$37K ﹤0.01%
553
-36
648
$37K ﹤0.01%
400
649
$37K ﹤0.01%
974
+300
650
$37K ﹤0.01%
370
+300
24 25
26
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