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
476
$86K ﹤0.01%
2,505
+505
477
$86K ﹤0.01%
700
478
$86K ﹤0.01%
1,798
+325
479
$86K ﹤0.01%
767
480
$86K ﹤0.01%
1,494
481
$86K ﹤0.01%
412
482
$85K ﹤0.01%
1,920
-67
483
$85K ﹤0.01%
714
484
$85K ﹤0.01%
1,551
-54
485
$85K ﹤0.01%
1,534
486
$83K ﹤0.01%
2,354
+1,776
487
$82K ﹤0.01%
3,414
-300
488
$81K ﹤0.01%
1,593
-74
489
$81K ﹤0.01%
3,000
-12,000
490
$80K ﹤0.01%
1,500
491
$80K ﹤0.01%
844
492
$80K ﹤0.01%
5,450
493
$80K ﹤0.01%
932
+327
494
$80K ﹤0.01%
911
495
$79K ﹤0.01%
1,925
-1,846
496
$79K ﹤0.01%
725
497
$79K ﹤0.01%
735
+35
498
$78K ﹤0.01%
3,300
499
$77K ﹤0.01%
1,188
500
$76K ﹤0.01%
7,400
18 19
20
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