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
526
$66K ﹤0.01%
1,146
+507
527
$66K ﹤0.01%
522
+37
528
$66K ﹤0.01%
1,156
-866
529
$65K ﹤0.01%
700
530
$65K ﹤0.01%
1,900
531
$65K ﹤0.01%
2,000
532
$65K ﹤0.01%
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533
$64K ﹤0.01%
2,000
-3,895
534
$63K ﹤0.01%
1,690
535
$62K ﹤0.01%
659
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536
$62K ﹤0.01%
616
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537
$62K ﹤0.01%
1,665
+1,285
538
$61K ﹤0.01%
720
-600
539
$61K ﹤0.01%
2,118
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540
$61K ﹤0.01%
2,400
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541
$61K ﹤0.01%
512
542
$61K ﹤0.01%
1,400
543
$60K ﹤0.01%
+1,954
544
$60K ﹤0.01%
2,000
545
$60K ﹤0.01%
2,200
+900
546
$60K ﹤0.01%
575
547
$59K ﹤0.01%
1,300
548
$59K ﹤0.01%
+1,232
549
$58K ﹤0.01%
2,808
+2,634
550
$58K ﹤0.01%
+1,070
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