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
201
$811K 0.04%
176,600
202
$804K 0.04%
18,164
+1,210
203
$798K 0.04%
6,795
+2,970
204
$797K 0.04%
19,508
-2,748
205
$792K 0.04%
13,628
-1,560
206
$789K 0.04%
8,950
207
$764K 0.04%
21,900
208
$764K 0.04%
22,211
209
$756K 0.04%
47,120
+2,800
210
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14,068
-900
211
$735K 0.04%
10,762
+2,044
212
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7,464
213
$732K 0.04%
28,965
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214
$729K 0.04%
116,786
-32,779
215
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7,758
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216
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3,000
217
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21,060
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218
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19,800
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219
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16,700
220
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1,711
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221
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10,755
+9,170
222
$703K 0.04%
5,452
-4
223
$700K 0.04%
12,500
224
$693K 0.03%
17,733
-655
225
$690K 0.03%
10,000
-10,036
7 8
9
10 11