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
1026
– –
-610
1027
– –
-218
1028
$0 ﹤0.01%
5
1029
– –
-805
1030
– –
-306
1031
– –
-179
1032
– –
-1,837
1033
– –
-680
1034
– –
-350
1035
– –
-550
1036
– –
-200
1037
– –
-850
1038
– –
-3,000
1039
$0 ﹤0.01%
1
1040
– –
-1,680
1041
– –
-828
1042
– –
-1,800
1043
– –
-1,100
1044
– –
-700
1045
– –
-775
1046
$0 ﹤0.01%
2
1047
– –
-235
1048
– –
-225
1049
$0 ﹤0.01%
62
1050
$0 ﹤0.01%
5
39 40 41
42
43