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
251
$468K 0.02%
4,973
252
$464K 0.02%
5,632
253
$456K 0.02%
12,384
254
$453K 0.02%
7,250
255
$446K 0.02%
33,009
-3,695
256
$434K 0.02%
21,973
-5,222
257
$433K 0.02%
2,665
-500
258
$430K 0.02%
7,063
259
$430K 0.02%
7,193
260
$428K 0.02%
8,757
-1
261
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7,100
-1,000
262
$424K 0.02%
3,885
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263
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4,565
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264
$416K 0.02%
17,732
265
$413K 0.02%
9,554
+1,250
266
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6,985
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267
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500
268
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21,156
270
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4,705
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271
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3,058
272
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18,225
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273
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4,800
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274
$382K 0.02%
7,809
-2,507
275
$382K 0.02%
429
-20
9 10
11
12 13