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
751
$19K ﹤0.01%
100
752
$19K ﹤0.01%
475
753
$18K ﹤0.01%
400
+110
754
$18K ﹤0.01%
200
-130
755
$18K ﹤0.01%
+310
756
$18K ﹤0.01%
373
757
$18K ﹤0.01%
1,700
758
$17K ﹤0.01%
1,505
759
$17K ﹤0.01%
360
760
$17K ﹤0.01%
2,200
761
$17K ﹤0.01%
526
762
$17K ﹤0.01%
125
763
$17K ﹤0.01%
1,000
764
$17K ﹤0.01%
310
765
$17K ﹤0.01%
980
-70
766
$16K ﹤0.01%
450
767
$16K ﹤0.01%
800
768
$16K ﹤0.01%
200
769
$16K ﹤0.01%
647
770
$16K ﹤0.01%
575
771
$16K ﹤0.01%
400
772
$16K ﹤0.01%
800
773
$16K ﹤0.01%
600
774
$15K ﹤0.01%
400
775
$15K ﹤0.01%
250
29 30
31
32 33