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
451
$104K ﹤0.01%
9,949
-2,136
452
$103K ﹤0.01%
1,350
-950
453
$103K ﹤0.01%
2,500
454
$103K ﹤0.01%
1,354
-18,633
455
$100K ﹤0.01%
+1,933
456
$100K ﹤0.01%
2,795
+130
457
$100K ﹤0.01%
7,500
458
$99K ﹤0.01%
722
+29
459
$99K ﹤0.01%
2,465
460
$98K ﹤0.01%
1,650
-1,609
461
$98K ﹤0.01%
600
-550
462
$97K ﹤0.01%
1,452
+100
463
$95K ﹤0.01%
1,750
-1,750
464
$95K ﹤0.01%
1,888
465
$94K ﹤0.01%
1,341
466
$94K ﹤0.01%
11,705
467
$92K ﹤0.01%
+4,000
468
$92K ﹤0.01%
7,500
469
$91K ﹤0.01%
1,250
-916
470
$91K ﹤0.01%
1,527
471
$90K ﹤0.01%
1,500
472
$89K ﹤0.01%
1,330
473
$88K ﹤0.01%
2,430
+142
474
$87K ﹤0.01%
1,000
475
$87K ﹤0.01%
2,000
-1,000
17 18
19
20 21