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
– –
-100
1002
– –
-13,500
1003
$0 ﹤0.01%
4
1004
– –
-2,000
1005
– –
-1,440
1006
– –
-76
1007
– –
-250
1008
– –
-165
1009
$0 ﹤0.01%
4
-5
1010
– –
-515
1011
– –
-10
1012
– –
-2,486
1013
– –
-67
1014
– –
-11,850
1015
– –
-330
1016
– –
-104
1017
– –
-2,200
1018
– –
-782
1019
– –
-800
1020
– –
-68
1021
– –
-1,016
1022
– –
-345
1023
– –
-360
1024
– –
-1,269
1025
– –
-1,500
39 40
41
42 43