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
976
– –
-191
977
– –
-180
978
– –
-95
979
– –
-320
980
– –
-265
981
– –
-12
982
– –
-952
983
– –
-44
984
– –
-116
985
– –
-105
986
– –
-21
987
– –
-2,235
988
– –
-45
989
– –
-1,470
990
– –
-130
991
– –
-129
992
– –
-519
993
– –
-700
994
– –
-421
995
– –
-1,000
996
– –
-166
997
– –
-92
998
– –
-110
999
– –
-161
1000
– –
-400
38 39
40
41 42