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
601
$45K ﹤0.01%
1,620
-37
602
$45K ﹤0.01%
+2,600
603
$44K ﹤0.01%
567
604
$44K ﹤0.01%
+1,433
605
$44K ﹤0.01%
+1,300
606
$44K ﹤0.01%
405
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607
$44K ﹤0.01%
1,286
-12
608
$43K ﹤0.01%
300
609
$43K ﹤0.01%
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610
$42K ﹤0.01%
2,377
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611
$42K ﹤0.01%
638
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612
$41K ﹤0.01%
1,616
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613
$41K ﹤0.01%
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614
$41K ﹤0.01%
2,720
615
$41K ﹤0.01%
458
616
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3,000
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618
$41K ﹤0.01%
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619
$40K ﹤0.01%
1,560
620
$40K ﹤0.01%
4,339
621
$40K ﹤0.01%
217
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622
$40K ﹤0.01%
2,000
623
$40K ﹤0.01%
+700
624
$40K ﹤0.01%
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625
$39K ﹤0.01%
468
23 24
25
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