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
451
$107K ﹤0.01%
1,989
+396
452
$106K ﹤0.01%
2,779
+231
453
$106K ﹤0.01%
8,969
-1,282
454
$105K ﹤0.01%
1,100
+850
455
$105K ﹤0.01%
2,465
456
$102K ﹤0.01%
3,005
+651
457
$101K ﹤0.01%
1,433
+83
458
$101K ﹤0.01%
2,065
+145
459
$101K ﹤0.01%
2,000
460
$100K ﹤0.01%
1,773
+123
461
$100K ﹤0.01%
6,470
+4,070
462
$100K ﹤0.01%
618
+18
463
$100K ﹤0.01%
728
-375
464
$98K ﹤0.01%
4,000
465
$97K ﹤0.01%
2,802
-183
466
$96K ﹤0.01%
+10,000
467
$96K ﹤0.01%
1,341
468
$96K ﹤0.01%
2,345
+845
469
$96K ﹤0.01%
1,750
470
$95K ﹤0.01%
7,500
471
$94K ﹤0.01%
1,482
-747
472
$94K ﹤0.01%
1,527
473
$94K ﹤0.01%
434
+22
474
$93K ﹤0.01%
1,140
+590
475
$93K ﹤0.01%
1,330
17 18
19
20 21