We are live on ! Find out more
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
951
$4K ﹤0.01%
140
952
$4K ﹤0.01%
45
-829
953
$4K ﹤0.01%
100
954
$4K ﹤0.01%
37
955
$4K ﹤0.01%
150
956
$4K ﹤0.01%
+91
957
$4K ﹤0.01%
104
-175
958
$4K ﹤0.01%
133
959
$4K ﹤0.01%
82
-127
960
$4K ﹤0.01%
30
-90
961
$4K ﹤0.01%
477
+357
962
$4K ﹤0.01%
78
963
$4K ﹤0.01%
50
964
$4K ﹤0.01%
105
965
$4K ﹤0.01%
+100
966
$4K ﹤0.01%
160
967
$4K ﹤0.01%
+250
968
$4K ﹤0.01%
+83
969
$3K ﹤0.01%
+166
970
$3K ﹤0.01%
+105
971
$3K ﹤0.01%
+83
972
$3K ﹤0.01%
+97
973
$3K ﹤0.01%
+445
974
$3K ﹤0.01%
150
-225
975
$3K ﹤0.01%
700
37 38
39
40 41