EWM

Evercore Wealth Management Portfolio holdings

AUM $6.82B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
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
+$49.4M
2
+$33.3M
3
+$14.3M
4
LC icon
LendingClub
LC
+$14M
5
AZO icon
AutoZone
AZO
+$11.7M

Top Sells

1
+$44.6M
2
+$17.8M
3
+$14.2M
4
AXP icon
American Express
AXP
+$12.6M
5
LVS icon
Las Vegas Sands
LVS
+$10.6M

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
526
$63K ﹤0.01%
835
+102
527
$63K ﹤0.01%
700
528
$63K ﹤0.01%
2,484
+110
529
$62K ﹤0.01%
1,690
530
$62K ﹤0.01%
1,021
-222
531
$62K ﹤0.01%
1,200
532
$61K ﹤0.01%
1,900
533
$61K ﹤0.01%
550
534
$61K ﹤0.01%
2,985
535
$60K ﹤0.01%
1,300
+500
536
$60K ﹤0.01%
2,000
537
$60K ﹤0.01%
5,900
538
$59K ﹤0.01%
2,030
539
$59K ﹤0.01%
1,230
540
$59K ﹤0.01%
880
+40
541
$58K ﹤0.01%
883
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542
$58K ﹤0.01%
4,000
543
$57K ﹤0.01%
900
544
$56K ﹤0.01%
2,000
545
$56K ﹤0.01%
811
546
$56K ﹤0.01%
1,367
+867
547
$55K ﹤0.01%
+15,000
548
$55K ﹤0.01%
485
+195
549
$55K ﹤0.01%
1,186
550
$54K ﹤0.01%
546
-191
20 21
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