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
351
$207K 0.01%
3,060
352
$202K 0.01%
5,511
+551
353
$200K 0.01%
4,232
+206
354
$199K 0.01%
10,564
+564
355
$198K 0.01%
4,000
356
$197K 0.01%
1,724
+101
357
$196K 0.01%
5,065
358
$194K 0.01%
5,078
-110
359
$193K 0.01%
+3,835
360
$193K 0.01%
825
+50
361
$192K 0.01%
1,838
+250
362
$192K 0.01%
5,730
363
$191K 0.01%
12,519
364
$191K 0.01%
1,900
365
$191K 0.01%
15,018
366
$190K 0.01%
2,302
-487
367
$187K 0.01%
7,893
368
$187K 0.01%
4,206
369
$186K 0.01%
14,000
-610
370
$186K 0.01%
2,608
+433
371
$185K 0.01%
17,760
372
$185K 0.01%
4,000
373
$183K 0.01%
2,826
-1,328
374
$182K 0.01%
3,062
375
$182K 0.01%
1,900
-1,000
13 14
15
16 17