EWM

Evercore Wealth Management Portfolio holdings

AUM $6.82B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
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
176
$951K 0.04%
12,424
-2,211
177
$940K 0.04%
18,692
+6,826
178
$939K 0.04%
26,733
-4,065
179
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23,635
-6,790
180
$918K 0.04%
51,417
-4,338
181
$901K 0.04%
2,500
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182
$883K 0.04%
18,400
183
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32,742
-2,300
184
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16,572
-1,359
185
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8,170
186
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7,637
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187
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9,114
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188
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1,711
189
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16,347
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190
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194
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195
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196
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197
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48,800
198
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18,304
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199
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10,561
200
$765K 0.03%
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