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
776
$13K ﹤0.01%
380
777
$13K ﹤0.01%
197
+3
778
$13K ﹤0.01%
400
-1,500
779
$13K ﹤0.01%
+1,300
780
$13K ﹤0.01%
+337
781
$13K ﹤0.01%
127
-59
782
$13K ﹤0.01%
133
783
$13K ﹤0.01%
38
784
$13K ﹤0.01%
400
-1,064
785
$12K ﹤0.01%
296
786
$12K ﹤0.01%
224
787
$12K ﹤0.01%
325
788
$12K ﹤0.01%
+100
789
$12K ﹤0.01%
543
-4,000
790
$12K ﹤0.01%
495
-9,019
791
$12K ﹤0.01%
124
792
$12K ﹤0.01%
279
793
$12K ﹤0.01%
395
794
$11K ﹤0.01%
396
795
$11K ﹤0.01%
310
-310
796
$11K ﹤0.01%
476
797
$11K ﹤0.01%
400
798
$11K ﹤0.01%
136
799
$11K ﹤0.01%
+242
800
$11K ﹤0.01%
510
+240
30 31
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