EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
876
$4K ﹤0.01%
66
877
$4K ﹤0.01%
140
-28
878
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69
879
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46
880
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+2,000
881
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29
+8
882
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200
883
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+1,144
884
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199
885
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+140
886
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37
887
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208
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888
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889
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338
890
$4K ﹤0.01%
+500
891
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+700
892
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59
893
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894
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138
895
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179
896
$4K ﹤0.01%
85
897
$3K ﹤0.01%
300
898
$3K ﹤0.01%
79
899
$3K ﹤0.01%
56
-163
900
$3K ﹤0.01%
96
34 35
36
37 38