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 17.34%
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
– –
-193
1002
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-89
1003
– –
-1,800
1004
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-73
1005
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-138
1006
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-100
1007
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-54
1008
– –
-28
1009
– –
-110
1010
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-84
1011
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-177
1012
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-8
1013
– –
-10,000
1014
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-435
1015
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-303
1016
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1017
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-140
1018
– –
-400
1019
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-44
1020
$0 ﹤0.01%
2
1021
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-1,000
1022
– –
-190
1023
– –
-1,000
1024
– –
-4,344
1025
– –
-198
38 39 40
41
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