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
701
$28K ﹤0.01%
+1,007
702
$28K ﹤0.01%
320
+65
703
$27K ﹤0.01%
3,363
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$27K ﹤0.01%
600
705
$27K ﹤0.01%
698
706
$26K ﹤0.01%
2,600
707
$26K ﹤0.01%
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$26K ﹤0.01%
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710
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715
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716
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719
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527
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1,200
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$24K ﹤0.01%
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723
$24K ﹤0.01%
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724
$24K ﹤0.01%
300
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725
$23K ﹤0.01%
1,000
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