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
451
$108K ﹤0.01%
3,325
452
$107K ﹤0.01%
700
453
$106K ﹤0.01%
1,660
454
$105K ﹤0.01%
1,593
455
$105K ﹤0.01%
925
456
$104K ﹤0.01%
1,200
457
$103K ﹤0.01%
2,144
458
$103K ﹤0.01%
5,000
459
$103K ﹤0.01%
2,000
460
$100K ﹤0.01%
+2,869
461
$100K ﹤0.01%
1,087
462
$100K ﹤0.01%
1,750
463
$99K ﹤0.01%
+2,661
464
$99K ﹤0.01%
650
465
$98K ﹤0.01%
1,000
466
$98K ﹤0.01%
4,894
-412
467
$98K ﹤0.01%
2,856
+70
468
$97K ﹤0.01%
1,585
-55
469
$97K ﹤0.01%
1,775
470
$96K ﹤0.01%
1,490
-50
471
$96K ﹤0.01%
2,400
472
$96K ﹤0.01%
730
473
$95K ﹤0.01%
1,697
-300
474
$95K ﹤0.01%
1,690
475
$95K ﹤0.01%
3,000
17 18
19
20 21