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
626
$37K ﹤0.01%
350
627
$37K ﹤0.01%
+2,400
628
$37K ﹤0.01%
+559
629
$36K ﹤0.01%
1,000
-145
630
$36K ﹤0.01%
468
631
$36K ﹤0.01%
237
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632
$36K ﹤0.01%
3,888
633
$35K ﹤0.01%
674
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634
$35K ﹤0.01%
21,300
635
$35K ﹤0.01%
900
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636
$34K ﹤0.01%
1,240
637
$34K ﹤0.01%
560
638
$33K ﹤0.01%
1,139
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639
$33K ﹤0.01%
705
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640
$33K ﹤0.01%
750
641
$33K ﹤0.01%
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642
$33K ﹤0.01%
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900
644
$33K ﹤0.01%
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645
$33K ﹤0.01%
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646
$33K ﹤0.01%
3,000
647
$32K ﹤0.01%
1,000
648
$32K ﹤0.01%
544
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649
$32K ﹤0.01%
300
650
$32K ﹤0.01%
4,339
24 25
26
27 28