EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
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
+$4.44M
2
+$2.7M
3
+$1.23M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$772K
5
VLO icon
Valero Energy
VLO
+$742K

Top Sells

1
+$19.2M
2
+$11.2M
3
+$8.23M
4
ADP icon
Automatic Data Processing
ADP
+$6.09M
5
NXPI icon
NXP Semiconductors
NXPI
+$5.2M

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
351
$219K 0.01%
1,690
352
$217K 0.01%
6,200
-475
353
$216K 0.01%
4,000
354
$216K 0.01%
14,000
355
$216K 0.01%
4,072
356
$216K 0.01%
13,779
357
$213K 0.01%
1,854
358
$212K 0.01%
1,496
359
$211K 0.01%
3,302
360
$210K 0.01%
4,470
361
$207K 0.01%
4,316
362
$206K 0.01%
1,925
+10
363
$204K 0.01%
4,403
+80
364
$202K 0.01%
2,500
365
$201K 0.01%
3,729
366
$201K 0.01%
8,000
-5,000
367
$195K 0.01%
2,299
368
$194K 0.01%
5,000
369
$191K 0.01%
4,860
370
$190K 0.01%
4,300
371
$188K 0.01%
7,200
372
$188K 0.01%
12,306
-2,040
373
$187K 0.01%
6,536
374
$185K 0.01%
3,002
+236
375
$185K 0.01%
3,096
13 14
15
16 17