EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.27B
AUM Growth
+$5.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$21.5M
3
+$7.35M
4
LC icon
LendingClub
LC
+$4.76M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.88M

Top Sells

1
+$30.6M
2
+$5.77M
3
+$5.22M
4
HEWG
iShares Currency Hedged MSCI Germany ETF
HEWG
+$3.19M
5
EMC
EMC CORPORATION
EMC
+$2.24M

Sector Composition

1 Technology 16.58%
2 Healthcare 15.46%
3 Consumer Discretionary 15.08%
4 Financials 12.88%
5 Industrials 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$246K 0.01%
1,918
+194
327
$242K 0.01%
2,147
-2,514
328
$241K 0.01%
6,545
-521
329
$240K 0.01%
7,200
330
$238K 0.01%
5,349
+108
331
$238K 0.01%
3,279
+609
332
$237K 0.01%
2,640
-6,094
333
$235K 0.01%
6,442
+1,456
334
$235K 0.01%
3,921
335
$232K 0.01%
5,511
336
$232K 0.01%
5,400
337
$230K 0.01%
3,099
338
$228K 0.01%
8,235
+735
339
$226K 0.01%
2,095
+120
340
$225K 0.01%
2,475
+1,165
341
$225K 0.01%
13,779
342
$224K 0.01%
14,433
-462
343
$222K 0.01%
4,230
+230
344
$222K 0.01%
3,796
-704
345
$221K 0.01%
2,270
+370
346
$219K 0.01%
12,005
347
$218K 0.01%
2,068
-102
348
$216K 0.01%
10,564
-1,406
349
$215K 0.01%
14,000
350
$213K 0.01%
1,900
12 13
14
15 16