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
776
$15K ﹤0.01%
550
777
$15K ﹤0.01%
152
778
$15K ﹤0.01%
345
779
$15K ﹤0.01%
219
+150
780
$14K ﹤0.01%
145
781
$14K ﹤0.01%
266
+190
782
$14K ﹤0.01%
513
+145
783
$14K ﹤0.01%
500
784
$14K ﹤0.01%
469
785
$14K ﹤0.01%
800
786
$14K ﹤0.01%
300
787
$14K ﹤0.01%
538
+153
788
$14K ﹤0.01%
378
789
$14K ﹤0.01%
165
790
$14K ﹤0.01%
235
+66
791
$14K ﹤0.01%
725
+206
792
$14K ﹤0.01%
436
+120
793
$14K ﹤0.01%
3
794
$14K ﹤0.01%
155
795
$14K ﹤0.01%
619
796
$13K ﹤0.01%
65
-5
797
$13K ﹤0.01%
800
798
$13K ﹤0.01%
362
799
$13K ﹤0.01%
543
800
$12K ﹤0.01%
320
30 31
32
33 34