EWM

Evercore Wealth Management Portfolio holdings

AUM $6.82B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
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
+$49.4M
2
+$33.3M
3
+$14.3M
4
LC icon
LendingClub
LC
+$14M
5
AZO icon
AutoZone
AZO
+$11.7M

Top Sells

1
+$44.6M
2
+$17.8M
3
+$14.2M
4
AXP icon
American Express
AXP
+$12.6M
5
LVS icon
Las Vegas Sands
LVS
+$10.6M

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
751
$16K ﹤0.01%
300
-56
752
$16K ﹤0.01%
735
753
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933
754
$16K ﹤0.01%
3,050
755
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600
756
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+250
757
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120
758
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645
+145
759
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469
760
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175
761
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410
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762
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228
763
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764
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765
$15K ﹤0.01%
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766
$15K ﹤0.01%
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767
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$15K ﹤0.01%
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769
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400
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$14K ﹤0.01%
750
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772
$14K ﹤0.01%
362
773
$14K ﹤0.01%
700
774
$13K ﹤0.01%
380
775
$13K ﹤0.01%
200
29 30
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