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
801
$11K ﹤0.01%
569
802
$11K ﹤0.01%
3
803
$11K ﹤0.01%
310
-310
804
$10K ﹤0.01%
187
+69
805
$10K ﹤0.01%
325
806
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275
807
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203
+24
808
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500
-1,744
809
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212
810
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300
811
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640
812
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813
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2,000
814
$9K ﹤0.01%
250
815
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265
816
$9K ﹤0.01%
275
817
$9K ﹤0.01%
418
818
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819
$9K ﹤0.01%
300
820
$8K ﹤0.01%
375
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821
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+100
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$8K ﹤0.01%
700
823
$8K ﹤0.01%
100
824
$8K ﹤0.01%
633
-1
825
$8K ﹤0.01%
263
31 32
33
34 35