EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
26
$33.2M 1.47%
870,814
+264,324
27
$32.6M 1.44%
121,571
+23,905
28
$32.1M 1.42%
204,145
+18,012
29
$30M 1.32%
641,732
+74,546
30
$27.7M 1.22%
670,223
+118,241
31
$27.4M 1.21%
306,301
+38,120
32
$25.1M 1.11%
223,655
+31,742
33
$24.7M 1.09%
760,426
+65,030
34
$23.5M 1.04%
148,912
-1,920
35
$23.3M 1.03%
427,408
+72,582
36
$22.5M 0.99%
346,597
+19,675
37
$22.3M 0.99%
267,370
+1,981
38
$22M 0.97%
382,794
+143,431
39
$22M 0.97%
614,904
+122,845
40
$20.4M 0.9%
1,189,143
+187,563
41
$19.3M 0.85%
194,652
-184,801
42
$18.1M 0.8%
184,083
+19,155
43
$17.2M 0.76%
180,017
+2,584
44
$16.6M 0.73%
471,351
+22,233
45
$16.4M 0.72%
1,072,441
46
$15.1M 0.67%
263,883
+23,522
47
$15M 0.66%
73,142
-7,273
48
$13.9M 0.61%
+334,097
49
$12.9M 0.57%
136,167
+3,006
50
$12.8M 0.56%
83,745
-67
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