EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.26B
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,068
New
Increased
Reduced
Closed

Top Buys

1
+$51.2M
2
+$35.1M
3
+$15.2M
4
LC icon
LendingClub
LC
+$13.9M
5
AZO icon
AutoZone
AZO
+$12.3M

Top Sells

1
+$44.6M
2
+$18.4M
3
+$14.6M
4
AXP icon
American Express
AXP
+$13.3M
5
LVS icon
Las Vegas Sands
LVS
+$11.9M

Sector Composition

1 Technology 17.57%
2 Consumer Discretionary 15.99%
3 Healthcare 14.66%
4 Financials 13.27%
5 Communication Services 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$551K 0.02%
10,844
227
$550K 0.02%
3,500
228
$544K 0.02%
12,255
-45
229
$536K 0.02%
30,390
230
$536K 0.02%
28,425
+1,800
231
$535K 0.02%
4,410
-930
232
$532K 0.02%
6,944
+57
233
$524K 0.02%
15,500
234
$523K 0.02%
5,965
-2,800
235
$517K 0.02%
4,661
+3,094
236
$514K 0.02%
50,300
-470
237
$512K 0.02%
18,857
238
$509K 0.02%
10,930
-2,031
239
$505K 0.02%
10,836
-474
240
$499K 0.02%
13,368
+3,368
241
$498K 0.02%
3,947
+104
242
$495K 0.02%
93,934
243
$486K 0.02%
7,100
-5,034
244
$486K 0.02%
12,049
245
$485K 0.02%
14,200
246
$484K 0.02%
4,680
-52
247
$483K 0.02%
32,933
248
$481K 0.02%
15,032
+1,394
249
$478K 0.02%
7,459
-131
250
$473K 0.02%
4,134
-987
8 9
10
11 12