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EWM

Evercore Wealth Management Portfolio holdings

AUM $6.36B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
901
$6K ﹤0.01%
+170
902
$6K ﹤0.01%
147
903
$6K ﹤0.01%
76
904
$6K ﹤0.01%
120
905
$6K ﹤0.01%
+300
906
$6K ﹤0.01%
+152
907
$6K ﹤0.01%
350
908
$6K ﹤0.01%
+64
909
$6K ﹤0.01%
+94
910
$6K ﹤0.01%
198
-197
911
$5K ﹤0.01%
65
912
$5K ﹤0.01%
216
913
$5K ﹤0.01%
128
-75
914
$5K ﹤0.01%
200
915
$5K ﹤0.01%
67
-22
916
$5K ﹤0.01%
219
917
$5K ﹤0.01%
170
918
$5K ﹤0.01%
333
919
$5K ﹤0.01%
+4,440
920
$5K ﹤0.01%
+262
921
$5K ﹤0.01%
156
922
$5K ﹤0.01%
+241
923
$5K ﹤0.01%
55
924
$5K ﹤0.01%
174
+24
925
$5K ﹤0.01%
134
35 36
37
38 39