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
751
$21K ﹤0.01%
378
752
$21K ﹤0.01%
400
753
$20K ﹤0.01%
345
+45
754
$20K ﹤0.01%
260
+63
755
$20K ﹤0.01%
325
-239
756
$20K ﹤0.01%
+1,883
757
$20K ﹤0.01%
836
758
$20K ﹤0.01%
281
759
$20K ﹤0.01%
310
760
$20K ﹤0.01%
+120
761
$20K ﹤0.01%
17
+10
762
$19K ﹤0.01%
391
763
$19K ﹤0.01%
1,000
764
$19K ﹤0.01%
+638
765
$19K ﹤0.01%
1,060
766
$19K ﹤0.01%
670
767
$19K ﹤0.01%
300
768
$19K ﹤0.01%
250
769
$19K ﹤0.01%
1,700
770
$18K ﹤0.01%
+706
771
$18K ﹤0.01%
504
772
$18K ﹤0.01%
373
773
$18K ﹤0.01%
197
+17
774
$18K ﹤0.01%
678
+168
775
$18K ﹤0.01%
600
29 30
31
32 33