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
826
$13K ﹤0.01%
124
827
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473
828
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200
829
$12K ﹤0.01%
224
830
$12K ﹤0.01%
500
831
$12K ﹤0.01%
263
832
$12K ﹤0.01%
864
833
$12K ﹤0.01%
+1,109
834
$12K ﹤0.01%
38
835
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196
+77
836
$12K ﹤0.01%
+422
837
$12K ﹤0.01%
+597
838
$12K ﹤0.01%
500
-145
839
$11K ﹤0.01%
+322
840
$11K ﹤0.01%
300
841
$11K ﹤0.01%
+437
842
$11K ﹤0.01%
275
843
$11K ﹤0.01%
136
844
$11K ﹤0.01%
400
845
$11K ﹤0.01%
325
846
$11K ﹤0.01%
294
+161
847
$11K ﹤0.01%
+424
848
$10K ﹤0.01%
155
849
$10K ﹤0.01%
+220
850
$10K ﹤0.01%
+202
32 33
34
35 36