EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
51
$12.4M 0.62%
62,970
+1,829
52
$11.9M 0.6%
107,587
-12,835
53
$11.7M 0.59%
466,213
+6,537
54
$11.4M 0.57%
121,970
+4,082
55
$11M 0.55%
150,224
-1,993
56
$10.8M 0.54%
59,384
-820
57
$10.4M 0.52%
316,335
+316,285
58
$10.1M 0.51%
344,194
-10,000
59
$10.1M 0.51%
82,267
+2,504
60
$10M 0.5%
193,116
-1,789
61
$9.74M 0.49%
133,332
-3,780
62
$9.14M 0.46%
181,246
-42,160
63
$9.13M 0.46%
167,090
+2,150
64
$9.13M 0.46%
79,011
-6,187
65
$8.96M 0.45%
233,997
+14,802
66
$8.93M 0.45%
139,225
+8,669
67
$8.8M 0.44%
75,676
-1,048
68
$8.62M 0.43%
102,962
-5,946
69
$8.26M 0.41%
204,507
-15,590
70
$7.96M 0.4%
271,971
-6,725
71
$7.75M 0.39%
78,263
-1,286
72
$7.7M 0.39%
184,719
-11,255
73
$7.41M 0.37%
212,749
-2,276
74
$7.16M 0.36%
28,713
+10
75
$7.03M 0.35%
250,273
-6,111
1 2
3
4 5