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
1026
– –
-3,835
1027
– –
-400
1028
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-585
1029
– –
-225
1030
– –
-500
1031
– –
-1,250
1032
– –
-100
1033
– –
-105
1034
– –
-8,950
1035
– –
-275
1036
$0 ﹤0.01%
4
1037
– –
-900
1038
– –
-73
1039
$0 ﹤0.01%
4
1040
– –
-1,200
1041
– –
-501
1042
– –
-7,500
1043
– –
-418
1044
– –
-723
1045
– –
-59
1046
– –
-209
1047
$0 ﹤0.01%
1
1048
– –
-706
1049
– –
-450
1050
$0 ﹤0.01%
37
40 41
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43 44