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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
926
$1K ﹤0.01%
24
927
$1K ﹤0.01%
37
928
$1K ﹤0.01%
+65
929
$1K ﹤0.01%
2,000
930
$1K ﹤0.01%
500
931
$1K ﹤0.01%
400
932
$1K ﹤0.01%
30
933
$1K ﹤0.01%
38
934
$1K ﹤0.01%
26
935
$1K ﹤0.01%
50
-375
936
$1K ﹤0.01%
73
937
– –
-200
938
– –
-705
939
– –
-10,550
940
– –
-68
941
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-1,016
942
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-345
943
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-360
944
– –
-1,269
945
$0 ﹤0.01%
12
-668
946
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947
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-3,066
948
– –
-4,650
949
– –
-1,626
950
– –
-157
36 37
38
39 40