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
301
$332K 0.01%
11,089
-174
302
$332K 0.01%
18,160
-300
303
$331K 0.01%
6,086
304
$330K 0.01%
4,248
305
$329K 0.01%
4,275
306
$327K 0.01%
9,655
307
$326K 0.01%
18,000
-31,000
308
$324K 0.01%
17,543
309
$323K 0.01%
6,045
310
$316K 0.01%
1,236
311
$314K 0.01%
5,400
312
$312K 0.01%
10,385
-1,000
313
$303K 0.01%
1,330
314
$300K 0.01%
2,748
315
$297K 0.01%
4,955
316
$297K 0.01%
+8,121
317
$294K 0.01%
2,454
-367
318
$292K 0.01%
5,714
-2,930
319
$291K 0.01%
10,988
320
$288K 0.01%
900
321
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7,674
-3,671
322
$286K 0.01%
7,529
+170
323
$284K 0.01%
3,855
+95
324
$280K 0.01%
3,314
325
$275K 0.01%
2,020
11 12
13
14 15