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
826
$9K ﹤0.01%
225
827
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250
828
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450
829
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173
830
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200
831
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86
832
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200
833
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392
+111
834
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156
835
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134
-82
836
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139
837
$8K ﹤0.01%
1,500
-750
838
$8K ﹤0.01%
300
839
$8K ﹤0.01%
1,081
840
$8K ﹤0.01%
2,368
841
$7K ﹤0.01%
400
842
$7K ﹤0.01%
275
843
$7K ﹤0.01%
80
844
$7K ﹤0.01%
+200
845
$7K ﹤0.01%
228
-19
846
$7K ﹤0.01%
680
847
$7K ﹤0.01%
117
848
$7K ﹤0.01%
69
849
$7K ﹤0.01%
75
850
$7K ﹤0.01%
82
32 33
34
35 36