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
826
$8K ﹤0.01%
156
827
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828
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+800
829
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+144
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383
831
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833
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834
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835
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837
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839
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840
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400
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$6K ﹤0.01%
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842
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843
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12
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120
-5,822
845
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846
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1,400
847
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10,000
848
$5K ﹤0.01%
+65
849
$5K ﹤0.01%
63
850
$5K ﹤0.01%
+62
32 33
34
35 36