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
801
$12K ﹤0.01%
300
802
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135
803
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200
804
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300
805
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250
806
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144
+130
807
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808
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400
809
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810
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1,000
811
$11K ﹤0.01%
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812
$11K ﹤0.01%
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813
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814
$11K ﹤0.01%
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815
$10K ﹤0.01%
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816
$10K ﹤0.01%
325
817
$10K ﹤0.01%
600
818
$10K ﹤0.01%
25
819
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820
$10K ﹤0.01%
+222
821
$10K ﹤0.01%
350
-100
822
$10K ﹤0.01%
200
823
$9K ﹤0.01%
235
824
$9K ﹤0.01%
75
825
$9K ﹤0.01%
375
31 32
33
34 35