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
651
$37K ﹤0.01%
616
652
$37K ﹤0.01%
608
+484
653
$36K ﹤0.01%
769
654
$36K ﹤0.01%
300
655
$35K ﹤0.01%
83
656
$35K ﹤0.01%
365
657
$35K ﹤0.01%
400
658
$35K ﹤0.01%
2,000
659
$34K ﹤0.01%
1,000
660
$34K ﹤0.01%
888
+525
661
$34K ﹤0.01%
1,000
662
$34K ﹤0.01%
1,129
-3,768
663
$34K ﹤0.01%
800
664
$34K ﹤0.01%
1,334
665
$34K ﹤0.01%
1,900
666
$33K ﹤0.01%
1,253
667
$33K ﹤0.01%
740
668
$33K ﹤0.01%
1,200
669
$33K ﹤0.01%
500
670
$33K ﹤0.01%
+610
671
$33K ﹤0.01%
536
672
$33K ﹤0.01%
1,350
673
$33K ﹤0.01%
1,168
-540
674
$32K ﹤0.01%
550
675
$32K ﹤0.01%
807
+370
25 26
27
28 29