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
1026
– –
-300
1027
– –
-200
1028
– –
-5,184
1029
$0 ﹤0.01%
1
-12
1030
– –
-796
1031
$0 ﹤0.01%
134
-7
1032
$0 ﹤0.01%
2,368
1033
– –
-3,640
1034
– –
-380,195
1035
$0 ﹤0.01%
375
1036
– –
-68
1037
– –
-1,016
1038
– –
-345
1039
– –
-360
1040
– –
-1,269
1041
– –
-3,066
1042
– –
-2,185
1043
– –
-85
1044
– –
-503
1045
– –
-150
1046
– –
-1,626
1047
– –
-1,020
1048
– –
-900
1049
– –
-375
1050
– –
-3,318
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