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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
1051
– –
-380,195
1052
$0 ﹤0.01%
375
1053
– –
-230
1054
– –
-23
1055
$0 ﹤0.01%
+284
1056
– –
-3,000
1057
– –
-1,978
1058
– –
-1,440
1059
$0 ﹤0.01%
15
1060
– –
-2,185
1061
– –
-85
1062
– –
-503
1063
– –
-150
1064
– –
-850
1065
– –
-3,000
1066
– –
-1,479
1067
– –
-476
1068
– –
-3,318
39 40 41 42
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