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
601
$42K ﹤0.01%
+1,658
602
$42K ﹤0.01%
653
603
$41K ﹤0.01%
1,363
604
$41K ﹤0.01%
553
-60
605
$41K ﹤0.01%
355
+95
606
$41K ﹤0.01%
700
-4
607
$41K ﹤0.01%
1,896
+1,346
608
$41K ﹤0.01%
1,445
+131
609
$41K ﹤0.01%
350
-150
610
$40K ﹤0.01%
+700
611
$40K ﹤0.01%
458
612
$40K ﹤0.01%
402
613
$40K ﹤0.01%
2,500
614
$39K ﹤0.01%
639
+123
615
$39K ﹤0.01%
600
616
$39K ﹤0.01%
2,720
617
$38K ﹤0.01%
896
618
$38K ﹤0.01%
2,000
619
$38K ﹤0.01%
1,560
620
$38K ﹤0.01%
450
621
$38K ﹤0.01%
400
622
$37K ﹤0.01%
350
623
$37K ﹤0.01%
+2,400
624
$37K ﹤0.01%
1,415
625
$37K ﹤0.01%
+559
23 24
25
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