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EWM

Evercore Wealth Management Portfolio holdings

AUM $6.36B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
851
$5K ﹤0.01%
333
852
$5K ﹤0.01%
+90
853
$5K ﹤0.01%
+179
854
$5K ﹤0.01%
156
855
$5K ﹤0.01%
+174
856
$5K ﹤0.01%
100
857
$5K ﹤0.01%
133
-388
858
$5K ﹤0.01%
82
859
$5K ﹤0.01%
289
860
$5K ﹤0.01%
+115
861
$5K ﹤0.01%
63
862
$5K ﹤0.01%
+62
863
$5K ﹤0.01%
216
-7,044
864
$5K ﹤0.01%
200
865
$5K ﹤0.01%
133
+55
866
$5K ﹤0.01%
+65
867
$4K ﹤0.01%
160
-93
868
$4K ﹤0.01%
169
869
$4K ﹤0.01%
32
870
$4K ﹤0.01%
102
871
$4K ﹤0.01%
100
-27
872
$4K ﹤0.01%
17
873
$4K ﹤0.01%
154
874
$4K ﹤0.01%
+39
875
$4K ﹤0.01%
26
33 34
35
36 37