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
101
$4.09M 0.2%
43,601
+400
102
$4.03M 0.2%
48,279
+827
103
$4M 0.2%
93,621
-4,095
104
$3.93M 0.2%
19
105
$3.86M 0.19%
60,400
+2,300
106
$3.79M 0.19%
73,977
+10,390
107
$3.74M 0.19%
128,374
+2,022
108
$3.74M 0.19%
44,307
+1,994
109
$3.51M 0.18%
43,173
+14,136
110
$3.4M 0.17%
95,672
+12,202
111
$3.38M 0.17%
44,415
+900
112
$3.34M 0.17%
102,200
113
$3.22M 0.16%
2,369,574
114
$3.21M 0.16%
58,790
-1,850
115
$3.12M 0.16%
75,358
+29,192
116
$3.11M 0.16%
42,196
-5,235
117
$3.06M 0.15%
37,934
+85
118
$2.91M 0.15%
114,240
-1,419
119
$2.91M 0.15%
11,348
-891
120
$2.9M 0.15%
58,233
121
$2.81M 0.14%
24,492
+200
122
$2.8M 0.14%
35,219
+2,617
123
$2.75M 0.14%
54,994
-1,563
124
$2.75M 0.14%
40,333
-23
125
$2.57M 0.13%
60,704
+580
3 4
5
6 7