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
151
$1.65M 0.08%
17,918
+1,562
152
$1.59M 0.08%
12,507
-100
153
$1.58M 0.08%
59,332
154
$1.57M 0.08%
86,655
-61,585
155
$1.57M 0.08%
4,736
-152
156
$1.49M 0.07%
33,447
-495
157
$1.45M 0.07%
14,310
-140
158
$1.44M 0.07%
15,796
-17
159
$1.43M 0.07%
28,640
160
$1.42M 0.07%
11,664
+1,977
161
$1.38M 0.07%
14,649
162
$1.37M 0.07%
44,450
-30,950
163
$1.35M 0.07%
21,721
+6,415
164
$1.34M 0.07%
13,497
+1,427
165
$1.32M 0.07%
7,215
-642
166
$1.29M 0.06%
33,950
-385
167
$1.27M 0.06%
22,120
168
$1.26M 0.06%
16,812
-216
169
$1.25M 0.06%
3,809
+533
170
$1.24M 0.06%
26,069
-1,500
171
$1.24M 0.06%
23,653
+1,563
172
$1.21M 0.06%
52,267
-15,180
173
$1.18M 0.06%
22,832
+2,831
174
$1.18M 0.06%
13,737
+1,779
175
$1.17M 0.06%
17,500
-20,558
5 6
7
8 9