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
1026
– –
-1,000
1027
– –
-2,900
1028
– –
-25
1029
$0 ﹤0.01%
39
1030
$0 ﹤0.01%
4
1031
– –
-46
1032
– –
-97
1033
– –
-484
1034
– –
-45
1035
– –
-49
1036
– –
-3,000
1037
– –
-1,558
1038
– –
-9
1039
– –
0
1040
– –
-125
1041
– –
-2,046
1042
– –
-164
1043
– –
-180
1044
$0 ﹤0.01%
375
1045
– –
0
38 39 40 41
42