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
126
$2.06M 0.09%
63,116
-344
127
$2.02M 0.09%
25,656
-1,592
128
$2.01M 0.09%
35,235
+1,207
129
$2.01M 0.09%
82,536
+10,485
130
$1.99M 0.09%
25,088
-375
131
$1.96M 0.09%
5,725
+60
132
$1.93M 0.09%
14,022
-870
133
$1.91M 0.08%
37,557
+848
134
$1.85M 0.08%
18,484
+258
135
$1.84M 0.08%
12,107
-1,958
136
$1.82M 0.08%
55,884
-9,608
137
$1.8M 0.08%
125,984
+432
138
$1.8M 0.08%
21,081
+4,900
139
$1.76M 0.08%
60,400
140
$1.73M 0.08%
32,027
-2,895
141
$1.71M 0.08%
41,172
+2,000
142
$1.71M 0.08%
14,725
+290
143
$1.65M 0.07%
39,826
-171
144
$1.55M 0.07%
98,908
145
$1.53M 0.07%
17,869
+1,239
146
$1.51M 0.07%
9,117
+206
147
$1.51M 0.07%
19,352
+372
148
$1.49M 0.07%
21,600
-148
149
$1.44M 0.06%
79,380
-1,395
150
$1.42M 0.06%
17,065
+1,284
4 5
6
7 8