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
301
$299K 0.01%
5,650
302
$298K 0.01%
3,663
+28
303
$297K 0.01%
6,531
+4,507
304
$296K 0.01%
4,074
+74
305
$295K 0.01%
9,647
+506
306
$291K 0.01%
4,795
+1,744
307
$286K 0.01%
4,249
-2,174
308
$280K 0.01%
7,508
-84
309
$280K 0.01%
11,000
310
$273K 0.01%
8,705
+1,253
311
$270K 0.01%
7,066
+83
312
$263K 0.01%
1,190
+20
313
$260K 0.01%
1,314
+71
314
$258K 0.01%
4,060
315
$257K 0.01%
6,101
+103
316
$254K 0.01%
1,254
317
$250K 0.01%
11,970
-3,203
318
$246K 0.01%
15,200
319
$245K 0.01%
26,775
320
$245K 0.01%
5,400
321
$243K 0.01%
4,986
+656
322
$243K 0.01%
4,318
+1,118
323
$242K 0.01%
5,241
+540
324
$242K 0.01%
2,848
325
$240K 0.01%
5,580
11 12
13
14 15