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
351
$212K 0.01%
3,060
352
$211K 0.01%
3,238
+176
353
$207K 0.01%
2,406
354
$207K 0.01%
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355
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356
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2,253
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357
$203K 0.01%
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-142
358
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359
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5,994
+2,289
360
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361
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3,004
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363
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5,000
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364
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366
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369
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15,477
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371
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21,999
-3,102
372
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2,682
373
$189K 0.01%
4,300
+300
374
$189K 0.01%
7,893
375
$188K 0.01%
4,215
+1,095
13 14
15
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