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
1
$64.2M 3.22%
2,548,776
-19,228
2
$43.7M 2.19%
1,502,153
+30,524
3
$38.6M 1.93%
522,242
+4,290
4
$37.9M 1.9%
1,281,220
+44,804
5
$36.1M 1.81%
354,577
+15,381
6
$35.5M 1.78%
379,734
-1,104
7
$35.5M 1.78%
410,731
+9,518
8
$34.5M 1.73%
743,832
+27,965
9
$33.5M 1.68%
320,128
+9,787
10
$33.4M 1.67%
488,007
+16,208
11
$32.9M 1.65%
308,690
+49,839
12
$31.5M 1.58%
334,973
-5,216
13
$31.4M 1.57%
342,187
+14,346
14
$30.9M 1.55%
346,761
+4,599
15
$30M 1.5%
342,364
+17,851
16
$30M 1.5%
217,111
+2,698
17
$30M 1.5%
1,008,308
+58,341
18
$28.9M 1.45%
148,262
-1,356
19
$28.9M 1.45%
1,307,280
-24,200
20
$28.6M 1.43%
268,644
+15,430
21
$28.4M 1.42%
55,730
+6,067
22
$27.8M 1.39%
256,411
+6,790
23
$27.7M 1.39%
416,159
+26,978
24
$27.2M 1.36%
369,465
+9,626
25
$27.1M 1.36%
362,917
-22,500
1
2 3 4 5