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
576
$47K ﹤0.01%
2,000
577
$47K ﹤0.01%
300
578
$47K ﹤0.01%
1,160
-2,024
579
$47K ﹤0.01%
5,700
580
$47K ﹤0.01%
1,298
-252
581
$47K ﹤0.01%
464
582
$46K ﹤0.01%
816
583
$46K ﹤0.01%
443
584
$46K ﹤0.01%
550
-340
585
$46K ﹤0.01%
2,870
586
$45K ﹤0.01%
2,500
587
$45K ﹤0.01%
+1,762
588
$45K ﹤0.01%
1,028
-2,400
589
$45K ﹤0.01%
1,598
590
$45K ﹤0.01%
300
-24
591
$44K ﹤0.01%
2,178
592
$44K ﹤0.01%
1,500
593
$44K ﹤0.01%
567
594
$44K ﹤0.01%
+19
595
$44K ﹤0.01%
1,500
596
$43K ﹤0.01%
3,213
597
$43K ﹤0.01%
1,398
-305
598
$43K ﹤0.01%
800
599
$43K ﹤0.01%
1,000
600
$42K ﹤0.01%
+1,658
22 23
24
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