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
1001
– –
-150
1002
– –
-1,626
1003
– –
-157
1004
– –
-1,411
1005
– –
-1,020
1006
– –
-900
1007
– –
-3,000
1008
– –
-375
1009
– –
-3,318
1010
– –
-1,978
1011
– –
-150
1012
– –
-1,350
1013
– –
-34
1014
– –
-1,440
1015
– –
-226
1016
– –
-3,750
1017
– –
-180
1018
– –
-666
1019
– –
-1,650
1020
– –
-3,182
1021
– –
-1,650
1022
– –
-25
1023
$0 ﹤0.01%
4
1024
– –
-2,000
1025
– –
-1,440
39 40
41
42 43