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
1026
$0 ﹤0.01%
12
-12
1027
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-37
1028
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-2,000
1029
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-8,861
1030
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30
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1031
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+1
1032
– –
-20
1033
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-62
1034
– –
-1,240
1035
– –
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1036
$0 ﹤0.01%
284
1037
– –
-325
1038
– –
-1,933
1039
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-3,835
1040
– –
-400
1041
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-585
1042
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1043
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1044
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1045
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1046
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1047
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-8,950
1048
$0 ﹤0.01%
4
1049
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-1,200
1050
– –
-501
40 41
42
43 44