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
701
$23K ﹤0.01%
445
702
$22K ﹤0.01%
1,500
703
$22K ﹤0.01%
50
704
$22K ﹤0.01%
2,105
-569
705
$22K ﹤0.01%
+528
706
$22K ﹤0.01%
+225
707
$22K ﹤0.01%
800
708
$22K ﹤0.01%
1,200
709
$22K ﹤0.01%
+724
710
$22K ﹤0.01%
209
711
$22K ﹤0.01%
4,066
712
$21K ﹤0.01%
391
+50
713
$21K ﹤0.01%
807
-1,669
714
$21K ﹤0.01%
1,425
715
$21K ﹤0.01%
527
716
$21K ﹤0.01%
+723
717
$21K ﹤0.01%
544
718
$21K ﹤0.01%
500
719
$21K ﹤0.01%
250
720
$21K ﹤0.01%
378
721
$21K ﹤0.01%
3,250
722
$20K ﹤0.01%
1,450
723
$20K ﹤0.01%
526
724
$20K ﹤0.01%
501
725
$20K ﹤0.01%
600
27 28
29
30 31