EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
926
$1K ﹤0.01%
+120
927
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72
928
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37
929
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50
930
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74
931
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932
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933
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934
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935
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2,000
936
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500
937
– –
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938
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-380,195
939
$0 ﹤0.01%
375
940
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4
941
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942
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-68
943
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944
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945
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947
$0 ﹤0.01%
12
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948
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949
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950
– –
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36 37
38
39 40