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
1
$67.6M 2.98%
478,621
-5,865
2
$65.1M 2.87%
81,985
+1,404
3
$58.5M 2.58%
2,446,444
-48,400
4
$56.4M 2.49%
431,640
+1,671
5
$54.2M 2.39%
1,403,732
-149,484
6
$53.5M 2.36%
607,919
+2,183
7
$53.1M 2.34%
677,283
+10,480
8
$52.9M 2.33%
414,580
-2,209
9
$52.4M 2.31%
1,023,767
-29,386
10
$50.3M 2.22%
442,321
-14,417
11
$44M 1.94%
1,660,956
+27,553
12
$41.6M 1.83%
281,316
+15,849
13
$41.3M 1.82%
364,826
-1,866
14
$40.5M 1.78%
1,170,060
+6,000
15
$39.9M 1.76%
609,816
+12,920
16
$38.8M 1.71%
879,950
+9,136
17
$38.2M 1.68%
457,553
+4,467
18
$37.7M 1.66%
477,149
+16,224
19
$37.3M 1.65%
1,521,456
+13,167
20
$37.1M 1.64%
306,088
-4,351
21
$36.6M 1.61%
249,637
-2,036
22
$36.5M 1.61%
195,462
-8,683
23
$36M 1.59%
1,209,019
+73,925
24
$35.4M 1.56%
153,392
+31,821
25
$35.2M 1.55%
637,704
-12,493
1
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