EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
51
$12.6M 0.56%
123,286
-885
52
$11.5M 0.51%
128,427
+230
53
$11.4M 0.5%
179,246
+480
54
$11M 0.48%
385,167
-12,896
55
$10.2M 0.45%
444,815
-635,512
56
$9.02M 0.4%
85,533
-9,840
57
$8.52M 0.38%
155,290
+580
58
$7.91M 0.35%
125,552
-113,403
59
$7.85M 0.35%
162,232
-3,029
60
$7.71M 0.34%
77,314
+2,490
61
$7.38M 0.33%
228,083
-1,953
62
$7.15M 0.32%
290,359
-21,551
63
$7.09M 0.31%
193,208
+81,642
64
$6.93M 0.31%
246,342
+181
65
$6.93M 0.31%
234,147
+7,060
66
$6.69M 0.3%
84,086
-67,069
67
$6.61M 0.29%
57,949
+229
68
$6.59M 0.29%
130,472
+98
69
$6.51M 0.29%
244,293
-18,953
70
$6.44M 0.28%
78,273
+5,285
71
$6.2M 0.27%
243,741
-268,212
72
$6.18M 0.27%
23,541
-110
73
$6.15M 0.27%
150,293
-27,203
74
$6.12M 0.27%
218,339
+1,160
75
$5.95M 0.26%
104,149
-419
1 2
3
4 5