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
101
$3.26M 0.14%
60,340
+7,187
102
$3.14M 0.14%
28,185
+1,092
103
$2.98M 0.13%
46,719
-596
104
$2.97M 0.13%
26,034
-648
105
$2.91M 0.13%
46,434
+3,694
106
$2.84M 0.13%
25,496
+379
107
$2.77M 0.12%
13
108
$2.75M 0.12%
53,705
-6,992
109
$2.68M 0.12%
22,935
+100
110
$2.67M 0.12%
84,436
-10,216
111
$2.61M 0.12%
33,432
112
$2.59M 0.11%
45,545
+8,995
113
$2.52M 0.11%
25,192
-136
114
$2.51M 0.11%
31,916
+5,698
115
$2.49M 0.11%
39,329
-8,978
116
$2.35M 0.1%
22,008
-875
117
$2.21M 0.1%
25,463
-772
118
$2.18M 0.1%
29,545
-524
119
$2.15M 0.09%
53,264
-4,918
120
$2.11M 0.09%
14,065
-6,382
121
$2.04M 0.09%
34,922
-1,050
122
$2.04M 0.09%
5,908
-400
123
$2.03M 0.09%
34,028
+1,744
124
$2M 0.09%
14,892
+1,383
125
$1.96M 0.09%
27,248
-1,161
3 4
5
6 7