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
426
$118K 0.01%
2,874
-3,272
427
$116K 0.01%
3,009
-870
428
$116K 0.01%
3,737
429
$115K 0.01%
2,228
430
$115K 0.01%
3,705
-1,289
431
$114K 0.01%
1,625
-143
432
$113K 0.01%
4,000
433
$113K 0.01%
2,705
-628
434
$113K 0.01%
3,000
435
$112K ﹤0.01%
8,500
436
$112K ﹤0.01%
1,007
+218
437
$112K ﹤0.01%
3,522
438
$112K ﹤0.01%
874
+30
439
$112K ﹤0.01%
10,037
-63,897
440
$111K ﹤0.01%
969
-822
441
$110K ﹤0.01%
6,552
442
$110K ﹤0.01%
1,453
+360
443
$109K ﹤0.01%
1,320
+1,079
444
$108K ﹤0.01%
1,218
-1,250
445
$106K ﹤0.01%
11,250
+3,450
446
$106K ﹤0.01%
7,650
447
$106K ﹤0.01%
925
-1,058
448
$105K ﹤0.01%
3,551
+2,673
449
$105K ﹤0.01%
2,022
450
$104K ﹤0.01%
2,344
+662
16 17
18
19 20