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
901
$3K ﹤0.01%
25
902
$3K ﹤0.01%
+1,000
903
$3K ﹤0.01%
172
904
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133
905
$3K ﹤0.01%
74
906
$3K ﹤0.01%
30
907
$3K ﹤0.01%
13,158
908
$3K ﹤0.01%
148
909
$3K ﹤0.01%
+500
910
$2K ﹤0.01%
30
911
$2K ﹤0.01%
200
912
$2K ﹤0.01%
+150
913
$2K ﹤0.01%
+93
914
$2K ﹤0.01%
100
915
$2K ﹤0.01%
315
916
$2K ﹤0.01%
27
-39
917
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137
918
– –
0
919
$2K ﹤0.01%
500
920
$2K ﹤0.01%
200
921
$1K ﹤0.01%
+24
922
$1K ﹤0.01%
49
-92
923
$1K ﹤0.01%
14
924
$1K ﹤0.01%
+55
925
$1K ﹤0.01%
85
35 36
37
38 39