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
151
$1.42M 0.06%
10,167
152
$1.41M 0.06%
54,725
153
$1.4M 0.06%
10,229
154
$1.36M 0.06%
16,600
-16,832
155
$1.35M 0.06%
17,067
-1,452
156
$1.31M 0.06%
21,555
-8,946
157
$1.26M 0.06%
27,025
158
$1.25M 0.06%
17,907
+441
159
$1.23M 0.05%
29,808
+216
160
$1.22M 0.05%
22,876
-2
161
$1.22M 0.05%
16,406
-215
162
$1.18M 0.05%
34,291
-1,930
163
$1.16M 0.05%
27,095
-2,980
164
$1.16M 0.05%
22,620
-275
165
$1.15M 0.05%
22,021
166
$1.11M 0.05%
32,742
167
$1.08M 0.05%
4,473
+138
168
$1.08M 0.05%
18,673
-1,578
169
$1.06M 0.05%
9,934
+1,764
170
$1.04M 0.05%
12,749
-74
171
$1.01M 0.04%
13,366
-2,303
172
$999K 0.04%
21,950
-8,631
173
$966K 0.04%
7,000
174
$965K 0.04%
12,698
+589
175
$946K 0.04%
12,475
+51
5 6
7
8 9