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 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$92K ﹤0.01%
850
+300
477
$91K ﹤0.01%
+397
478
$91K ﹤0.01%
1,668
+314
479
$91K ﹤0.01%
700
480
$90K ﹤0.01%
11,250
481
$90K ﹤0.01%
1,254
-371
482
$89K ﹤0.01%
1,000
483
$89K ﹤0.01%
5,750
+2,500
484
$88K ﹤0.01%
1,120
-1,600
485
$88K ﹤0.01%
2,772
-750
486
$86K ﹤0.01%
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487
$86K ﹤0.01%
1,625
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488
$85K ﹤0.01%
735
489
$84K ﹤0.01%
3,500
490
$84K ﹤0.01%
844
491
$83K ﹤0.01%
3,300
492
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7,000
493
$83K ﹤0.01%
1,600
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494
$83K ﹤0.01%
5,450
495
$82K ﹤0.01%
664
-50
496
$81K ﹤0.01%
3,000
497
$81K ﹤0.01%
1,888
498
$80K ﹤0.01%
2,512
-1,225
499
$80K ﹤0.01%
206
500
$80K ﹤0.01%
1,965
18 19
20
21 22