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
1001
– –
-84
1002
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-177
1003
– –
-8
1004
– –
-10,000
1005
– –
-435
1006
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-303
1007
– –
-103
1008
– –
-140
1009
– –
-400
1010
– –
-44
1011
$0 ﹤0.01%
2
1012
$0 ﹤0.01%
1
1013
$0 ﹤0.01%
15
1014
– –
-800
1015
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-73
1016
– –
-1,000
1017
– –
-315
1018
– –
-91
1019
– –
-190
1020
– –
-1,000
1021
– –
-4,344
1022
– –
-198
1023
– –
-167
1024
$0 ﹤0.01%
5
1025
– –
-110
38 39 40
41
42