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
851
$10K ﹤0.01%
+220
852
$10K ﹤0.01%
+202
853
$10K ﹤0.01%
+394
854
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+220
855
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3
856
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+500
857
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300
858
$9K ﹤0.01%
640
859
$9K ﹤0.01%
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860
$9K ﹤0.01%
+1,035
861
$9K ﹤0.01%
1,400
862
$9K ﹤0.01%
13,158
863
$9K ﹤0.01%
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864
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865
$9K ﹤0.01%
+500
866
$9K ﹤0.01%
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867
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$8K ﹤0.01%
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100
870
$8K ﹤0.01%
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$8K ﹤0.01%
265
872
$8K ﹤0.01%
75
+28
873
$8K ﹤0.01%
156
874
$8K ﹤0.01%
+450
875
$8K ﹤0.01%
+330
33 34
35
36 37