EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
76
$5.99M 0.26%
28,460
-250
77
$5.98M 0.26%
146,206
-4,087
78
$5.53M 0.24%
218,527
+188
79
$5.48M 0.24%
65,663
-7,114
80
$5.47M 0.24%
87,980
+2,322
81
$5.22M 0.23%
71,373
-10,818
82
$5.15M 0.23%
50,613
+247
83
$5.14M 0.23%
211,536
-32,205
84
$5.14M 0.23%
71,663
+11,172
85
$5.03M 0.22%
39,742
+767
86
$5.01M 0.22%
34,534
-2,946
87
$4.7M 0.21%
157,195
88
$4.68M 0.21%
59,162
-9,579
89
$4.62M 0.2%
44,380
-352
90
$4.62M 0.2%
117,466
-7,712
91
$4.44M 0.2%
37,045
+111
92
$4.43M 0.2%
97,640
-6,050
93
$4.39M 0.19%
161,701
-82,592
94
$4.38M 0.19%
80,009
-11,087
95
$4.36M 0.19%
54,765
-2,759
96
$4.16M 0.18%
43,454
+1,755
97
$4.16M 0.18%
35,932
+7,747
98
$4.09M 0.18%
34,013
-3,970
99
$3.91M 0.17%
96,985
-1,207
100
$3.62M 0.16%
79,327
+52
2 3
4
5 6