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
676
$32K ﹤0.01%
396
677
$30K ﹤0.01%
544
678
$30K ﹤0.01%
1,468
679
$30K ﹤0.01%
1,216
680
$30K ﹤0.01%
458
681
$29K ﹤0.01%
706
-699
682
$29K ﹤0.01%
527
-575
683
$28K ﹤0.01%
1,816
-115
684
$28K ﹤0.01%
870
685
$28K ﹤0.01%
1,020
686
$28K ﹤0.01%
290
687
$28K ﹤0.01%
285
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688
$28K ﹤0.01%
1,000
689
$28K ﹤0.01%
8
-7
690
$28K ﹤0.01%
2,515
+390
691
$28K ﹤0.01%
810
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692
$28K ﹤0.01%
700
693
$27K ﹤0.01%
1,000
694
$27K ﹤0.01%
3,000
695
$27K ﹤0.01%
255
696
$27K ﹤0.01%
1,921
697
$27K ﹤0.01%
750
698
$26K ﹤0.01%
1,400
-10
699
$26K ﹤0.01%
1,000
-1,000
700
$26K ﹤0.01%
548
+147
26 27
28
29 30