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
1
$68M 3%
2,494,844
+141,812
2
$64.2M 2.84%
80,581
+15,421
3
$62.5M 2.76%
484,486
+43,780
4
$60.8M 2.69%
1,553,216
+122,294
5
$58.2M 2.57%
1,053,153
+161,087
6
$57.2M 2.53%
605,736
+46,031
7
$55.6M 2.46%
416,789
+21,231
8
$54.1M 2.39%
666,803
+120,514
9
$51.2M 2.26%
+429,969
10
$47.1M 2.08%
1,633,403
+353,444
11
$46.8M 2.07%
456,738
+41,238
12
$43.4M 1.92%
1,164,060
+107,660
13
$42.3M 1.87%
366,692
+41,812
14
$42.3M 1.87%
1,508,289
+542,390
15
$41.6M 1.84%
453,086
+106,344
16
$40M 1.77%
650,197
+55,316
17
$39.1M 1.73%
596,896
+95,784
18
$37.6M 1.66%
265,467
+248,239
19
$36.6M 1.62%
200,231
+6,781
20
$35.2M 1.55%
1,135,094
+145,675
21
$35.1M 1.55%
251,673
+1,531
22
$34M 1.5%
460,925
+53,331
23
$34M 1.5%
890,540
+51,700
24
$34M 1.5%
239,378
-5,882
25
$33.6M 1.48%
310,439
-2,858
1
2 3 4 5