EWM

Evercore Wealth Management Portfolio holdings

AUM $6.82B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
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
+$21.6M
2
+$21M
3
+$7.34M
4
LC icon
LendingClub
LC
+$6.38M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.85M

Top Sells

1
+$27.5M
2
+$5.71M
3
+$5.34M
4
HEWG
iShares Currency Hedged MSCI Germany ETF
HEWG
+$3.25M
5
EMC
EMC CORPORATION
EMC
+$2.23M

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
551
$58K ﹤0.01%
4,000
552
$57K ﹤0.01%
444
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553
$57K ﹤0.01%
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554
$57K ﹤0.01%
535
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555
$57K ﹤0.01%
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556
$57K ﹤0.01%
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557
$56K ﹤0.01%
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558
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935
559
$56K ﹤0.01%
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560
$56K ﹤0.01%
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561
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$55K ﹤0.01%
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564
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1,186
565
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$53K ﹤0.01%
2,500
570
$53K ﹤0.01%
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571
$52K ﹤0.01%
2,331
-153
572
$52K ﹤0.01%
800
573
$52K ﹤0.01%
3,000
574
$52K ﹤0.01%
1,145
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575
$51K ﹤0.01%
600
21 22
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24 25