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
176
$1.11M 0.06%
28,187
177
$1.1M 0.06%
10,623
+438
178
$1.09M 0.05%
17,400
-209
179
$1.08M 0.05%
9,244
180
$1.05M 0.05%
23,727
-3,948
181
$1.04M 0.05%
19,400
182
$1.02M 0.05%
14,799
183
$1.02M 0.05%
15,752
-23
184
$1M 0.05%
25,600
-1,070
185
$981K 0.05%
9,803
-140
186
$960K 0.05%
8,604
-711
187
$946K 0.05%
15,959
+1,263
188
$922K 0.05%
7,000
-37
189
$905K 0.05%
67,400
190
$896K 0.04%
13,874
+3,140
191
$890K 0.04%
9,251
192
$889K 0.04%
13,813
-530
193
$878K 0.04%
37,525
-10,500
194
$875K 0.04%
26,548
-2,662
195
$869K 0.04%
7,741
+150
196
$853K 0.04%
85,050
-2,805
197
$851K 0.04%
42,102
+16,969
198
$845K 0.04%
10,147
+1,731
199
$838K 0.04%
6,794
+54
200
$838K 0.04%
11,867
-383
6 7
8
9 10