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
926
$5K ﹤0.01%
174
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929
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82
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931
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932
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933
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934
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936
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939
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941
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947
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1,000
948
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949
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+53
950
$4K ﹤0.01%
57
36 37
38
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