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
326
$239K 0.01%
4,500
+285
327
$235K 0.01%
9,985
328
$234K 0.01%
3,400
329
$233K 0.01%
4,260
330
$230K 0.01%
1,652
+95
331
$229K 0.01%
3,921
332
$229K 0.01%
4,401
333
$227K 0.01%
31,863
-21,250
334
$224K 0.01%
8,985
-1,243
335
$223K 0.01%
13,779
336
$223K 0.01%
2,720
+795
337
$220K 0.01%
3,099
338
$218K 0.01%
12,005
+500
339
$217K 0.01%
6,530
+1,350
340
$217K 0.01%
3,130
+1,810
341
$216K 0.01%
2,170
342
$216K 0.01%
25,101
-19,800
343
$216K 0.01%
14,895
344
$215K 0.01%
7,200
345
$211K 0.01%
2,672
-20
346
$211K 0.01%
1,975
347
$210K 0.01%
2,406
348
$209K 0.01%
7,500
-7,063
349
$208K 0.01%
3,315
-159
350
$208K 0.01%
2,881
-3,331
12 13
14
15 16