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 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$6K ﹤0.01%
+94
902
$6K ﹤0.01%
198
-197
903
$6K ﹤0.01%
300
-1,115
904
$6K ﹤0.01%
196
+166
905
$6K ﹤0.01%
42
906
$6K ﹤0.01%
1,000
907
$6K ﹤0.01%
+267
908
$6K ﹤0.01%
+170
909
$6K ﹤0.01%
147
910
$6K ﹤0.01%
76
911
$5K ﹤0.01%
216
912
$5K ﹤0.01%
+4,440
913
$5K ﹤0.01%
40
914
$5K ﹤0.01%
+238
915
$5K ﹤0.01%
109
916
$5K ﹤0.01%
+165
917
$5K ﹤0.01%
65
918
$5K ﹤0.01%
128
-75
919
$5K ﹤0.01%
200
920
$5K ﹤0.01%
67
-22
921
$5K ﹤0.01%
155
+19
922
$5K ﹤0.01%
219
923
$5K ﹤0.01%
170
924
$5K ﹤0.01%
333
925
$5K ﹤0.01%
+262
35 36
37
38 39