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
376
$182K 0.01%
4,055
377
$181K 0.01%
3,409
378
$180K 0.01%
3,600
379
$176K 0.01%
2,682
-1,186
380
$175K 0.01%
2,846
+1,719
381
$174K 0.01%
4,000
382
$172K 0.01%
1,571
-108
383
$171K 0.01%
14,500
384
$171K 0.01%
2,200
385
$168K 0.01%
3,200
386
$168K 0.01%
2,670
+1,899
387
$167K 0.01%
2,314
-135
388
$165K 0.01%
2,980
-20
389
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2,039
-645
390
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5,844
-3,837
391
$164K 0.01%
3,483
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392
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393
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394
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395
$159K 0.01%
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396
$159K 0.01%
2,000
-1,700
397
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4,000
398
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2,229
-2,432
399
$154K 0.01%
12,520
-11,200
400
$154K 0.01%
14,845
-472,228
14 15
16
17 18