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
401
$158K 0.01%
3,170
-1,062
402
$157K 0.01%
2,319
403
$155K 0.01%
1,920
404
$154K 0.01%
1,241
405
$154K 0.01%
5,844
406
$153K 0.01%
3,206
-1,000
407
$152K 0.01%
2,660
-655
408
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11,964
+259
409
$149K 0.01%
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410
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1,981
+1,132
411
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2,223
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412
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413
$145K 0.01%
5,000
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414
$144K 0.01%
2,903
415
$142K 0.01%
2,088
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416
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107,091
+13,157
417
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10,236
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418
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2,000
419
$136K 0.01%
2,937
+1,012
420
$133K 0.01%
4,072
421
$132K 0.01%
1,667
422
$132K 0.01%
1,700
+149
423
$130K 0.01%
4,601
+1,727
424
$130K 0.01%
2,864
+69
425
$129K 0.01%
2,158
+1,092
15 16
17
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