EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
51
$12.5M 0.55%
118,382
-4,904
52
$12.3M 0.54%
81,653
-2,092
53
$11.9M 0.53%
555,445
+221,348
54
$11.8M 0.52%
127,982
-445
55
$10.7M 0.47%
373,395
-11,772
56
$8.89M 0.39%
82,560
-2,973
57
$8.72M 0.38%
156,720
+1,430
58
$8.42M 0.37%
222,254
+29,046
59
$8.07M 0.36%
241,554
-4,788
60
$7.96M 0.35%
272,028
-18,331
61
$7.85M 0.35%
240,538
+6,391
62
$7.23M 0.32%
152,764
-9,468
63
$7.2M 0.32%
111,600
-13,952
64
$7.19M 0.32%
71,671
-5,643
65
$7.01M 0.31%
213,737
-14,346
66
$7M 0.31%
80,292
-3,794
67
$6.9M 0.3%
304,232
-140,583
68
$6.89M 0.3%
58,949
+1,000
69
$6.83M 0.3%
73,510
-500
70
$6.81M 0.3%
123,914
-6,558
71
$6.47M 0.29%
76,414
-1,859
72
$6.41M 0.28%
87,193
-520
73
$6.38M 0.28%
103,112
-1,037
74
$6.17M 0.27%
22,677
-864
75
$6.01M 0.26%
116,754
-6,680
1 2
3
4 5