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
976
– –
-3,318
977
– –
-1,978
978
– –
-3,066
979
– –
-2,185
980
– –
-85
981
– –
-503
982
– –
-150
983
– –
-3,806
984
– –
-1,441
985
– –
-672
986
– –
-1,049
987
– –
-150
988
– –
-1,350
989
– –
-34
990
– –
-1,440
991
– –
-226
992
– –
-3,750
993
– –
-180
994
– –
-666
995
– –
-1,650
996
– –
-3,182
997
– –
-1,650
998
– –
-25
999
– –
-570
1000
– –
-273
38 39
40
41 42