EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
26
$38.5M 1.5%
791,800
-26,560
27
$38.1M 1.49%
64,078
-6,914
28
$37.4M 1.46%
204,167
-5,081
29
$36.9M 1.44%
849,698
-16,164
30
$36.7M 1.43%
409,635
-7,732
31
$34.2M 1.33%
602,482
-8,707
32
$31.1M 1.21%
445,189
-21,469
33
$30.4M 1.18%
203,652
+3,171
34
$28.8M 1.12%
554,859
-95,019
35
$26.9M 1.05%
1,164,997
+192,830
36
$26.7M 1.04%
372,470
-7,290
37
$23.9M 0.93%
116,662
+587
38
$23M 0.9%
232,837
-8,297
39
$22.4M 0.87%
136,182
-5,118
40
$22M 0.86%
179,132
-67,087
41
$20.8M 0.81%
175,124
-38,545
42
$19.4M 0.76%
165,413
-14,539
43
$18.5M 0.72%
225,908
-8,741
44
$17.7M 0.69%
372,326
-7,269
45
$17.6M 0.68%
69,938
-555
46
$16.1M 0.63%
234,949
+4,870
47
$14M 0.55%
117,252
-1,257
48
$12.1M 0.47%
47,801
-1,611
49
$12M 0.47%
108,076
-2,087
50
$12M 0.47%
357,898
-3,927
1
2
3 4 5