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
826
$13K ﹤0.01%
124
827
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473
828
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200
829
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224
830
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500
831
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263
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$12K ﹤0.01%
864
833
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+1,109
834
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38
835
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196
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836
$12K ﹤0.01%
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837
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500
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839
$11K ﹤0.01%
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$11K ﹤0.01%
300
841
$11K ﹤0.01%
+437
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$11K ﹤0.01%
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400
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$11K ﹤0.01%
325
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$11K ﹤0.01%
294
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847
$11K ﹤0.01%
+424
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$10K ﹤0.01%
+413
849
$10K ﹤0.01%
310
850
$10K ﹤0.01%
155
32 33
34
35 36