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
401
$150K 0.01%
1,241
-354
402
$150K 0.01%
1,351
-1,239
403
$149K 0.01%
4,941
-5,650
404
$149K 0.01%
8,978
405
$148K 0.01%
3,538
406
$147K 0.01%
1,920
407
$146K 0.01%
1,103
408
$145K 0.01%
2,548
-4,238
409
$145K 0.01%
2,921
+46
410
$141K 0.01%
2,281
-9
411
$141K 0.01%
2,903
412
$139K 0.01%
1,750
+50
413
$136K 0.01%
4,072
414
$134K 0.01%
3,037
415
$134K 0.01%
2,319
416
$131K 0.01%
3,805
417
$130K 0.01%
2,417
+88
418
$128K 0.01%
3,120
419
$126K 0.01%
1,350
420
$125K 0.01%
10,251
-4,272
421
$123K 0.01%
2,000
422
$123K 0.01%
1,310
+230
423
$122K 0.01%
2,024
-300
424
$121K 0.01%
1,958
-3,360
425
$119K 0.01%
601
-243
15 16
17
18 19