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
726
$22K ﹤0.01%
200
-21
727
$21K ﹤0.01%
470
-35
728
$21K ﹤0.01%
165
729
$21K ﹤0.01%
543
+154
730
$21K ﹤0.01%
260
731
$21K ﹤0.01%
47
732
$21K ﹤0.01%
3
733
$21K ﹤0.01%
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734
$20K ﹤0.01%
241
735
$20K ﹤0.01%
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736
$20K ﹤0.01%
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737
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294
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739
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500
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$20K ﹤0.01%
750
741
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620
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$19K ﹤0.01%
300
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$19K ﹤0.01%
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$19K ﹤0.01%
650
749
$19K ﹤0.01%
+445
750
$19K ﹤0.01%
96
-10
28 29
30
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