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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
1001
$1K ﹤0.01%
38
1002
$1K ﹤0.01%
50
1003
$1K ﹤0.01%
45
-60
1004
$1K ﹤0.01%
+25
1005
$1K ﹤0.01%
+125
1006
$1K ﹤0.01%
72
1007
$1K ﹤0.01%
+283
1008
$1K ﹤0.01%
50
1009
$1K ﹤0.01%
74
1010
$1K ﹤0.01%
28
-39
1011
$1K ﹤0.01%
+500
1012
$1K ﹤0.01%
22
1013
$1K ﹤0.01%
30
+18
1014
$1K ﹤0.01%
+112
1015
$0 ﹤0.01%
+1
1016
– –
-20
1017
– –
-62
1018
– –
-1,240
1019
– –
-26
1020
$0 ﹤0.01%
284
1021
– –
-325
1022
– –
-1,933
1023
– –
-39
1024
– –
-3,835
1025
– –
-400
39 40
41
42 43