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
101
$3.58M 0.16%
64,080
+3,740
102
$3.28M 0.14%
47,578
+1,144
103
$3.24M 0.14%
62,102
-3,283
104
$3.13M 0.14%
27,267
-5,855
105
$3.09M 0.14%
45,513
-1,206
106
$3.02M 0.13%
25,462
-34
107
$2.98M 0.13%
82,684
-1,752
108
$2.92M 0.13%
23,599
+19,189
109
$2.88M 0.13%
+30,000
110
$2.82M 0.12%
13
111
$2.78M 0.12%
24,368
-1,666
112
$2.74M 0.12%
23,024
+89
113
$2.7M 0.12%
50,379
-3,326
114
$2.54M 0.11%
39,143
-186
115
$2.53M 0.11%
25,661
+469
116
$2.4M 0.11%
27,023
+17,895
117
$2.39M 0.11%
26,987
-4,929
118
$2.37M 0.1%
65,449
+53,896
119
$2.37M 0.1%
21,330
-678
120
$2.36M 0.1%
40,980
-4,565
121
$2.32M 0.1%
29,269
-276
122
$2.3M 0.1%
52,680
-584
123
$2.23M 0.1%
8,994
+520
124
$2.18M 0.1%
61,777
+15,195
125
$2.11M 0.09%
5,793
-115
3 4
5
6 7