EWM

Evercore Wealth Management Portfolio holdings

AUM $6.82B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
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
1026
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-325
1027
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-1,933
1028
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1029
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-3,835
1030
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-400
1031
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1032
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-225
1033
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-500
1034
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-1,250
1035
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-100
1036
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1037
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-8,950
1038
– –
-275
1039
$0 ﹤0.01%
4
1040
– –
-1,200
1041
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-501
1042
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-7,500
1043
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1044
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-723
1045
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1046
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1047
$0 ﹤0.01%
5
1048
– –
-396
1049
$0 ﹤0.01%
1
1050
– –
-706
40 41
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43 44