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
551
$54K ﹤0.01%
+2,000
552
$53K ﹤0.01%
4,335
+34
553
$53K ﹤0.01%
2,500
554
$53K ﹤0.01%
747
555
$53K ﹤0.01%
935
556
$53K ﹤0.01%
1,634
557
$53K ﹤0.01%
1,112
558
$53K ﹤0.01%
900
559
$52K ﹤0.01%
1,425
560
$51K ﹤0.01%
600
561
$51K ﹤0.01%
4,575
562
$51K ﹤0.01%
3,000
563
$51K ﹤0.01%
1,248
-25
564
$50K ﹤0.01%
268
565
$50K ﹤0.01%
3,570
566
$50K ﹤0.01%
+263
567
$49K ﹤0.01%
1,600
568
$49K ﹤0.01%
512
-3,385
569
$49K ﹤0.01%
1,100
570
$48K ﹤0.01%
585
-355
571
$48K ﹤0.01%
2,500
572
$48K ﹤0.01%
780
-3,362
573
$48K ﹤0.01%
3,000
574
$48K ﹤0.01%
572
-656
575
$47K ﹤0.01%
+3,250
21 22
23
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