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EWM

Evercore Wealth Management Portfolio holdings

AUM $6.36B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
– –
-1,100
1027
– –
-700
1028
– –
-775
1029
$0 ﹤0.01%
2
1030
$0 ﹤0.01%
1
1031
– –
-235
1032
– –
-225
1033
$0 ﹤0.01%
62
1034
$0 ﹤0.01%
5
1035
– –
-2,000
1036
– –
-195
1037
– –
-300
1038
– –
-2,669
1039
– –
-638
1040
– –
-4,649
1041
– –
-500
1042
– –
-2,800
1043
– –
-1,000
1044
– –
-31
1045
– –
-5,184
1046
$0 ﹤0.01%
1
-12
1047
– –
-796
1048
$0 ﹤0.01%
134
-7
1049
$0 ﹤0.01%
2,368
1050
– –
-3,640
39 40 41
42
43