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
501
$75K ﹤0.01%
1,527
+1,000
502
$73K ﹤0.01%
3,500
503
$73K ﹤0.01%
1,667
504
$73K ﹤0.01%
5,000
505
$73K ﹤0.01%
849
+340
506
$72K ﹤0.01%
1,347
507
$72K ﹤0.01%
4,920
508
$72K ﹤0.01%
1,322
509
$71K ﹤0.01%
3,325
510
$71K ﹤0.01%
1,965
511
$70K ﹤0.01%
1,354
+500
512
$69K ﹤0.01%
2,585
-925
513
$69K ﹤0.01%
1,300
+50
514
$69K ﹤0.01%
21,000
-1,000
515
$68K ﹤0.01%
206
+20
516
$68K ﹤0.01%
870
-1,563
517
$68K ﹤0.01%
996
-1,662
518
$68K ﹤0.01%
3,505
-495
519
$67K ﹤0.01%
1,066
-2,524
520
$66K ﹤0.01%
1,400
-610
521
$66K ﹤0.01%
1,380
-380
522
$64K ﹤0.01%
600
-800
523
$64K ﹤0.01%
716
524
$64K ﹤0.01%
7,000
-3,000
525
$64K ﹤0.01%
575
19 20
21
22 23