EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
26
$34.5M 1.52%
202,018
+1,787
27
$33.9M 1.49%
233,993
-5,385
28
$30.8M 1.36%
875,020
-15,520
29
$30.4M 1.34%
646,695
+4,963
30
$28.1M 1.24%
226,770
+3,115
31
$28M 1.23%
308,660
+2,359
32
$25.6M 1.13%
749,770
-10,656
33
$24.8M 1.09%
395,421
+12,627
34
$24.8M 1.09%
691,980
+637,580
35
$24.6M 1.08%
429,751
+2,343
36
$23.2M 1.02%
247,710
-19,660
37
$23M 1.01%
146,401
-2,511
38
$22.5M 0.99%
217,958
+208,145
39
$20.5M 0.9%
339,048
-7,549
40
$19.9M 0.88%
556,400
-58,504
41
$18.2M 0.8%
1,202,848
+13,705
42
$18.2M 0.8%
468,017
-3,334
43
$17.9M 0.79%
170,431
-9,586
44
$15.8M 0.7%
283,450
+19,567
45
$15.6M 0.69%
1,160,228
+87,787
46
$14.9M 0.66%
182,844
-1,239
47
$14.6M 0.64%
69,614
-3,528
48
$13.8M 0.61%
141,244
-53,408
49
$13.1M 0.58%
133,902
-2,265
50
$12.8M 0.56%
179,149
-97
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