EWM

Evercore Wealth Management Portfolio holdings

AUM $6.82B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.57B
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
997
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$2.57M
3
+$1.31M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$751K
5
VLO icon
Valero Energy
VLO
+$665K

Top Sells

1
+$19.2M
2
+$10.6M
3
+$8.42M
4
ADP icon
Automatic Data Processing
ADP
+$5.97M
5
NKE icon
Nike
NKE
+$5.33M

Sector Composition

1 Technology 18.04%
2 Financials 16.23%
3 Consumer Discretionary 13.17%
4 Healthcare 11.99%
5 Industrials 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$403K 0.02%
8,357
277
$394K 0.02%
4,476
+3,476
278
$393K 0.02%
13,463
279
$393K 0.02%
5,766
280
$388K 0.02%
7,953
-725
281
$387K 0.02%
3,130
+210
282
$379K 0.01%
6,757
283
$377K 0.01%
14,368
284
$376K 0.01%
3,058
285
$375K 0.01%
9,020
286
$371K 0.01%
347
287
$369K 0.01%
9,153
288
$368K 0.01%
6,600
-52
289
$364K 0.01%
36,402
-12,432
290
$362K 0.01%
+13,448
291
$360K 0.01%
7,368
-375
292
$354K 0.01%
26,775
293
$352K 0.01%
6,270
294
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7,599
295
$344K 0.01%
18,656
-25,897
296
$343K 0.01%
400
297
$342K 0.01%
3,334
298
$338K 0.01%
20,000
299
$334K 0.01%
7,119
+213
300
$333K 0.01%
4,490
10 11
12
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