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
476
$95K ﹤0.01%
600
477
$94K ﹤0.01%
387
478
$93K ﹤0.01%
4,000
479
$91K ﹤0.01%
1,500
480
$90K ﹤0.01%
800
481
$90K ﹤0.01%
1,641
482
$90K ﹤0.01%
700
-35
483
$89K ﹤0.01%
474
-25
484
$89K ﹤0.01%
21,300
485
$88K ﹤0.01%
7,650
486
$88K ﹤0.01%
+4,104
487
$88K ﹤0.01%
829
488
$87K ﹤0.01%
+1,800
489
$87K ﹤0.01%
1,900
490
$87K ﹤0.01%
571
491
$86K ﹤0.01%
975
492
$85K ﹤0.01%
810
493
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2,500
-7,000
494
$84K ﹤0.01%
1,096
495
$84K ﹤0.01%
2,166
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496
$83K ﹤0.01%
186
-30
497
$82K ﹤0.01%
445
498
$82K ﹤0.01%
1,888
499
$81K ﹤0.01%
4,897
-701
500
$81K ﹤0.01%
2,214
-486
18 19
20
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