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
651
$32K ﹤0.01%
167
+60
652
$32K ﹤0.01%
458
653
$32K ﹤0.01%
732
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654
$31K ﹤0.01%
439
-557
655
$31K ﹤0.01%
600
656
$31K ﹤0.01%
5,500
657
$30K ﹤0.01%
876
658
$30K ﹤0.01%
564
-905
659
$30K ﹤0.01%
556
660
$30K ﹤0.01%
656
661
$30K ﹤0.01%
1,000
662
$30K ﹤0.01%
529
663
$29K ﹤0.01%
800
664
$29K ﹤0.01%
500
665
$29K ﹤0.01%
455
666
$29K ﹤0.01%
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$29K ﹤0.01%
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669
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670
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671
$28K ﹤0.01%
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672
$28K ﹤0.01%
+1,050
673
$28K ﹤0.01%
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674
$28K ﹤0.01%
9,000
675
$27K ﹤0.01%
698
25 26
27
28 29