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
126
$1.94M 0.09%
63,460
+1,406
127
$1.94M 0.09%
65,492
+2,752
128
$1.93M 0.09%
5,665
+103
129
$1.88M 0.08%
8,474
-132
130
$1.87M 0.08%
30,501
-217,450
131
$1.87M 0.08%
18,226
-3,102
132
$1.81M 0.08%
125,552
-4,496
133
$1.75M 0.08%
60,400
+1,600
134
$1.73M 0.08%
32,376
135
$1.72M 0.08%
36,709
-1,176
136
$1.68M 0.07%
39,997
+4,271
137
$1.66M 0.07%
14,435
-15
138
$1.65M 0.07%
72,051
-12,186
139
$1.62M 0.07%
39,172
-4,998
140
$1.61M 0.07%
54,400
-100
141
$1.61M 0.07%
10,229
142
$1.61M 0.07%
46,582
+956
143
$1.6M 0.07%
18,519
+103
144
$1.57M 0.07%
98,908
145
$1.55M 0.07%
21,748
-87
146
$1.47M 0.07%
80,775
147
$1.44M 0.06%
17,466
+851
148
$1.43M 0.06%
18,980
+1,616
149
$1.34M 0.06%
16,630
+2,898
150
$1.34M 0.06%
10,167
-997
4 5
6
7 8