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
901
$3K ﹤0.01%
230
902
$3K ﹤0.01%
1,000
903
$3K ﹤0.01%
45
904
$3K ﹤0.01%
25
-1,150
905
$3K ﹤0.01%
100
906
$3K ﹤0.01%
357
907
$3K ﹤0.01%
+100
908
$3K ﹤0.01%
+75
909
$2K ﹤0.01%
100
910
$2K ﹤0.01%
137
911
$2K ﹤0.01%
1,625
912
$2K ﹤0.01%
706
-3,219
913
$2K ﹤0.01%
+23
914
$2K ﹤0.01%
1,144
915
$2K ﹤0.01%
+250
916
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56
917
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67
918
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1,500
919
$1K ﹤0.01%
+120
920
$1K ﹤0.01%
72
921
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37
922
$1K ﹤0.01%
50
923
$1K ﹤0.01%
74
924
$1K ﹤0.01%
22
925
$1K ﹤0.01%
24
35 36
37
38 39