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
276
$380K 0.02%
9,230
-2,250
277
$377K 0.02%
23,472
-16,131
278
$376K 0.02%
5,227
279
$376K 0.02%
2,707
280
$369K 0.02%
7,481
-1
281
$368K 0.02%
24,000
+3,525
282
$361K 0.02%
2,865
-15
283
$360K 0.02%
26,650
-1,091
284
$360K 0.02%
11,125
-10,130
285
$359K 0.02%
8,956
-65
286
$358K 0.02%
9,363
287
$358K 0.02%
8,861
-691
288
$357K 0.02%
8,065
289
$351K 0.02%
22,400
290
$342K 0.02%
8,240
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291
$342K 0.02%
8,987
+4,342
292
$340K 0.02%
20,750
293
$337K 0.01%
13,145
294
$335K 0.01%
10,000
295
$335K 0.01%
2,380
296
$322K 0.01%
8,969
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297
$317K 0.01%
11,553
-21,578
298
$309K 0.01%
1,970
-1,607
299
$304K 0.01%
4,000
300
$301K 0.01%
2,741
-40
10 11
12
13 14