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
926
$1K ﹤0.01%
50
-375
927
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73
928
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+120
929
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37
930
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50
931
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74
932
$1K ﹤0.01%
22
933
$1K ﹤0.01%
24
934
$1K ﹤0.01%
+65
935
$1K ﹤0.01%
2,000
936
$1K ﹤0.01%
500
937
– –
-3,640
938
– –
-380,195
939
$0 ﹤0.01%
375
940
– –
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941
– –
-3,750
942
– –
-2,915
943
$0 ﹤0.01%
450
944
$0 ﹤0.01%
+284
945
– –
-3,000
946
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947
– –
-1,440
948
– –
-76
949
– –
-2,486
950
– –
-104
36 37
38
39 40