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
376
$184K 0.01%
5,180
-1,350
377
$181K 0.01%
2,200
378
$181K 0.01%
2,320
-352
379
$180K 0.01%
6,919
-2,066
380
$180K 0.01%
1,508
-63
381
$177K 0.01%
2,478
+2,020
382
$174K 0.01%
4,055
383
$172K 0.01%
6,558
+4,796
384
$170K 0.01%
1,805
-497
385
$170K 0.01%
11,800
-20,063
386
$170K 0.01%
3,035
+55
387
$169K 0.01%
1,511
-327
388
$169K 0.01%
3,200
389
$169K 0.01%
3,764
+226
390
$167K 0.01%
3,740
+731
391
$165K 0.01%
3,830
+909
392
$163K 0.01%
3,500
-500
393
$162K 0.01%
4,440
-625
394
$161K 0.01%
3,402
+365
395
$160K 0.01%
1,496
396
$159K 0.01%
1,351
397
$159K 0.01%
825
+562
398
$159K 0.01%
8,978
399
$158K 0.01%
2,321
+7
400
$158K 0.01%
1,554
+547
14 15
16
17 18