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
1026
– –
-103
1027
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-140
1028
– –
-400
1029
– –
-44
1030
$0 ﹤0.01%
2
1031
– –
-1,000
1032
– –
-190
1033
– –
-1,000
1034
– –
-4,344
1035
– –
-198
1036
– –
-167
1037
$0 ﹤0.01%
5
1038
– –
-110
1039
– –
-1,000
1040
– –
-2,900
1041
$0 ﹤0.01%
4
1042
– –
-46
1043
– –
-180
1044
$0 ﹤0.01%
375
1045
– –
0
38 39 40 41
42