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
151
$1.33M 0.06%
15,781
-772
152
$1.32M 0.06%
16,181
+433
153
$1.32M 0.06%
8,911
-933
154
$1.32M 0.06%
32,312
-30,928
155
$1.3M 0.06%
30,075
-19,783
156
$1.27M 0.06%
16,621
+26
157
$1.24M 0.05%
54,725
158
$1.24M 0.05%
36,221
+7,254
159
$1.23M 0.05%
20,251
-1,814
160
$1.23M 0.05%
22,021
+4,404
161
$1.23M 0.05%
30,581
+100
162
$1.21M 0.05%
71,613
163
$1.2M 0.05%
27,025
164
$1.19M 0.05%
9,437
+140
165
$1.17M 0.05%
22,722
-231,006
166
$1.14M 0.05%
22,878
-2
167
$1.13M 0.05%
4,335
-43
168
$1.1M 0.05%
13,748
+5,070
169
$1.08M 0.05%
12,823
-1,586
170
$1.08M 0.05%
22,895
-650
171
$1.08M 0.05%
15,669
-1,566
172
$1.07M 0.05%
29,592
-8,070
173
$978K 0.04%
21,836
-4,255
174
$971K 0.04%
7,000
175
$970K 0.04%
9,813
+300
5 6
7
8 9