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
701
$26K ﹤0.01%
1,200
702
$26K ﹤0.01%
1,060
703
$25K ﹤0.01%
338
+96
704
$25K ﹤0.01%
394
-29
705
$25K ﹤0.01%
227
-2,400
706
$25K ﹤0.01%
550
707
$25K ﹤0.01%
640
708
$24K ﹤0.01%
325
709
$24K ﹤0.01%
1,014
710
$24K ﹤0.01%
+3,363
711
$24K ﹤0.01%
3,925
712
$24K ﹤0.01%
1,000
713
$23K ﹤0.01%
300
714
$23K ﹤0.01%
400
715
$23K ﹤0.01%
933
716
$23K ﹤0.01%
1,650
717
$23K ﹤0.01%
1,800
718
$23K ﹤0.01%
450
719
$23K ﹤0.01%
529
720
$23K ﹤0.01%
2,105
+1,805
721
$22K ﹤0.01%
1,000
722
$22K ﹤0.01%
1,500
723
$22K ﹤0.01%
1,650
724
$22K ﹤0.01%
700
725
$22K ﹤0.01%
575
27 28
29
30 31