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
176
$940K 0.04%
1,711
177
$938K 0.04%
20,231
-1,605
178
$933K 0.04%
27,854
+1,121
179
$933K 0.04%
17,309
-1,383
180
$926K 0.04%
2,652
+152
181
$918K 0.04%
17,119
+772
182
$906K 0.04%
51,193
-20,420
183
$897K 0.04%
16,014
-558
184
$882K 0.04%
9,064
-50
185
$881K 0.04%
6,481
+246
186
$876K 0.04%
13,650
187
$873K 0.04%
48,800
188
$857K 0.04%
20,392
-11,920
189
$850K 0.04%
8,168
-1,269
190
$846K 0.04%
18,400
191
$828K 0.04%
41,294
+19,321
192
$803K 0.04%
31,466
+4,216
193
$799K 0.04%
7,666
+29
194
$798K 0.04%
11,378
+457
195
$795K 0.04%
10,050
-100
196
$791K 0.03%
18,304
197
$761K 0.03%
40,667
-10,750
198
$730K 0.03%
+6,806
199
$728K 0.03%
18,937
200
$722K 0.03%
21,625
-2,010
6 7
8
9 10