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
1026
– –
-805
1027
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1028
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1029
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-1,837
1030
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-680
1031
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-350
1032
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-550
1033
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-200
1034
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-850
1035
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-3,000
1036
$0 ﹤0.01%
1
1037
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-1,680
1038
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-828
1039
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-1,800
1040
$0 ﹤0.01%
450
1041
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1042
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1043
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1044
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2
1045
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1
1046
– –
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1047
$0 ﹤0.01%
15
1048
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1049
$0 ﹤0.01%
62
1050
$0 ﹤0.01%
5
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