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
501
$78K ﹤0.01%
7,020
-5,500
502
$78K ﹤0.01%
4,920
503
$77K ﹤0.01%
1,237
+402
504
$77K ﹤0.01%
3,152
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505
$76K ﹤0.01%
1,347
506
$76K ﹤0.01%
1,329
-952
507
$75K ﹤0.01%
1,669
-675
508
$75K ﹤0.01%
3,325
509
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5,000
510
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807
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511
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1,500
512
$72K ﹤0.01%
870
513
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+4,503
514
$72K ﹤0.01%
1,322
515
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516
$70K ﹤0.01%
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517
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518
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928
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519
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716
520
$69K ﹤0.01%
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521
$68K ﹤0.01%
600
522
$68K ﹤0.01%
2,182
+152
523
$67K ﹤0.01%
2,585
524
$67K ﹤0.01%
4,062
+1,562
525
$67K ﹤0.01%
3,505
19 20
21
22 23