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
376
$184K 0.01%
2,580
377
$182K 0.01%
5,400
-925
378
$181K 0.01%
2,545
-350
379
$180K 0.01%
2,805
380
$179K 0.01%
13,191
381
$178K 0.01%
8,978
382
$177K 0.01%
1,596
383
$177K 0.01%
614
384
$176K 0.01%
3,720
385
$174K 0.01%
3,136
386
$174K 0.01%
1,313
387
$169K 0.01%
1,875
-335
388
$167K 0.01%
4,000
389
$167K 0.01%
3,303
390
$167K 0.01%
3,200
391
$165K 0.01%
3,670
392
$161K 0.01%
1,000
393
$160K 0.01%
9,556
394
$158K 0.01%
118,585
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395
$157K 0.01%
909
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396
$155K 0.01%
6,048
397
$153K 0.01%
+850
398
$153K 0.01%
2,436
+111
399
$152K 0.01%
4,620
400
$151K 0.01%
2,000
14 15
16
17 18