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
76
$5.93M 0.26%
28,710
-7,786
77
$5.81M 0.26%
82,191
-5,322
78
$5.8M 0.26%
74,010
-1,000
79
$5.69M 0.25%
123,434
-230
80
$5.6M 0.25%
87,713
-799
81
$5.43M 0.24%
37,480
-1,426
82
$5.28M 0.23%
72,777
-2,117
83
$5.24M 0.23%
125,178
-5,053
84
$5.21M 0.23%
68,741
-2,288
85
$5.07M 0.22%
85,658
-14,219
86
$5.03M 0.22%
57,524
-1,775
87
$4.98M 0.22%
91,096
-29,493
88
$4.94M 0.22%
50,366
+3,365
89
$4.81M 0.21%
103,690
+3,561
90
$4.77M 0.21%
37,983
+2,551
91
$4.58M 0.2%
38,975
+192
92
$4.58M 0.2%
44,732
-2,007
93
$4.53M 0.2%
157,195
-23,210
94
$4.33M 0.19%
41,699
+591
95
$4.1M 0.18%
60,491
+500
96
$3.99M 0.18%
98,192
-1,925
97
$3.96M 0.18%
36,934
-140
98
$3.83M 0.17%
79,275
99
$3.67M 0.16%
33,122
-3,530
100
$3.56M 0.16%
65,385
-3,193
2 3
4
5 6