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
76
$6.76M 0.34%
108,099
-1,439
77
$6.48M 0.32%
99,142
+1,790
78
$6.28M 0.31%
57,145
79
$6.17M 0.31%
71,282
-4,008
80
$5.92M 0.3%
77,265
+673
81
$5.88M 0.29%
103,820
+11,407
82
$5.86M 0.29%
85,941
+7,414
83
$5.82M 0.29%
100,686
+3,587
84
$5.8M 0.29%
29,268
-2,075
85
$5.75M 0.29%
95,607
+6,631
86
$5.68M 0.28%
94,057
87
$5.47M 0.27%
199,895
-4,125
88
$5.36M 0.27%
128,098
+8,405
89
$5.15M 0.26%
107,439
-1,882
90
$4.92M 0.25%
53,654
-1,107
91
$4.84M 0.24%
116,553
+9,053
92
$4.79M 0.24%
43,880
-1,201
93
$4.67M 0.23%
88,236
-2,105
94
$4.62M 0.23%
78,410
95
$4.49M 0.22%
127,880
-1,530
96
$4.45M 0.22%
64,220
97
$4.34M 0.22%
45,780
+2,082
98
$4.23M 0.21%
101,759
+3,285
99
$4.16M 0.21%
44,595
100
$4.16M 0.21%
106,996
-35,270
2 3
4
5 6