EWM

Evercore Wealth Management Portfolio holdings

AUM $6.82B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
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
+$49.4M
2
+$33.3M
3
+$14.3M
4
LC icon
LendingClub
LC
+$14M
5
AZO icon
AutoZone
AZO
+$11.7M

Top Sells

1
+$44.6M
2
+$17.8M
3
+$14.2M
4
AXP icon
American Express
AXP
+$12.6M
5
LVS icon
Las Vegas Sands
LVS
+$10.6M

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
– –
-13,500
1002
$0 ﹤0.01%
4
1003
– –
-2,000
1004
– –
-250
1005
– –
-165
1006
$0 ﹤0.01%
4
-5
1007
– –
-515
1008
– –
-10
1009
– –
-292
1010
– –
-106
1011
– –
-2,444
1012
– –
-96
1013
– –
-1,900
1014
– –
-11,850
1015
– –
-330
1016
– –
-2,200
1017
– –
-782
1018
– –
-800
1019
– –
-1,500
1020
– –
-156
1021
– –
-75
1022
– –
-2,080
1023
– –
-103
1024
– –
-1
1025
– –
-166
39 40
41
42 43