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
951
$0 ﹤0.01%
2
952
– –
-775
953
– –
-1,800
954
– –
-828
955
– –
-1,680
956
$0 ﹤0.01%
1
957
– –
-3,000
958
– –
-850
959
– –
-200
960
– –
-550
961
– –
-350
962
– –
-1,837
963
– –
-179
964
– –
-306
965
– –
-805
966
$0 ﹤0.01%
5
967
– –
-218
968
– –
-610
969
– –
-166
970
– –
-2,080
971
– –
-75
972
– –
-156
973
– –
-1,500
974
– –
-800
975
– –
-2,200
37 38
39
40 41