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
676
$27K ﹤0.01%
1,620
677
$27K ﹤0.01%
1,700
678
$27K ﹤0.01%
560
679
$27K ﹤0.01%
681
+621
680
$26K ﹤0.01%
400
681
$26K ﹤0.01%
+966
682
$26K ﹤0.01%
3,363
683
$26K ﹤0.01%
4,702
684
$26K ﹤0.01%
2,600
685
$25K ﹤0.01%
3,434
-1,488
686
$25K ﹤0.01%
552
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687
$25K ﹤0.01%
800
688
$24K ﹤0.01%
1,004
689
$24K ﹤0.01%
310
690
$24K ﹤0.01%
2,000
691
$24K ﹤0.01%
7,081
-3,000
692
$24K ﹤0.01%
490
693
$24K ﹤0.01%
744
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$23K ﹤0.01%
1,000
695
$23K ﹤0.01%
836
696
$23K ﹤0.01%
359
697
$23K ﹤0.01%
768
698
$23K ﹤0.01%
686
-500
699
$23K ﹤0.01%
1,060
700
$23K ﹤0.01%
260
26 27
28
29 30