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
126
$2.56M 0.13%
199,990
127
$2.53M 0.13%
106,280
+1,030
128
$2.52M 0.13%
33,432
-3,968
129
$2.46M 0.12%
41,740
-1,168
130
$2.44M 0.12%
37,609
+9,091
131
$2.36M 0.12%
24,918
+710
132
$2.35M 0.12%
88,204
-25,324
133
$2.3M 0.12%
41,633
-2,425
134
$2.14M 0.11%
20,199
+6,425
135
$2.1M 0.11%
42,721
-780
136
$2.1M 0.11%
23,637
+29
137
$2.08M 0.1%
88,780
+2,020
138
$2.02M 0.1%
39,615
+858
139
$1.99M 0.1%
14,155
+245
140
$1.94M 0.1%
25,070
-300
141
$1.87M 0.09%
47,140
+3,800
142
$1.82M 0.09%
47,362
+19,920
143
$1.8M 0.09%
11,308
-2,056
144
$1.79M 0.09%
38,928
+1,190
145
$1.78M 0.09%
33,535
+9,989
146
$1.75M 0.09%
140,648
+24,736
147
$1.73M 0.09%
23,000
148
$1.72M 0.09%
34,601
-31
149
$1.71M 0.09%
27,658
+4,207
150
$1.71M 0.09%
21,624
+6,229
4 5
6
7 8