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
426
$123K ﹤0.01%
686
427
$122K ﹤0.01%
4,645
-3,000
428
$120K ﹤0.01%
1,304
-51
429
$119K ﹤0.01%
5,000
430
$119K ﹤0.01%
5,607
431
$119K ﹤0.01%
1,415
432
$119K ﹤0.01%
1,552
-492
433
$117K ﹤0.01%
7,993
434
$117K ﹤0.01%
5,299
435
$117K ﹤0.01%
2,270
436
$116K ﹤0.01%
1,371
-127
437
$115K ﹤0.01%
+1,200
438
$114K ﹤0.01%
962
439
$113K ﹤0.01%
945
440
$113K ﹤0.01%
2,231
441
$113K ﹤0.01%
4,475
442
$113K ﹤0.01%
2,465
443
$113K ﹤0.01%
1,610
444
$112K ﹤0.01%
6,030
445
$110K ﹤0.01%
302
446
$110K ﹤0.01%
2,366
+1,668
447
$110K ﹤0.01%
2,404
448
$110K ﹤0.01%
2,563
-366
449
$110K ﹤0.01%
1,527
450
$108K ﹤0.01%
3,300
16 17
18
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