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
501
$81K ﹤0.01%
1,268
502
$80K ﹤0.01%
965
503
$79K ﹤0.01%
450
504
$78K ﹤0.01%
675
505
$78K ﹤0.01%
1,383
+685
506
$78K ﹤0.01%
2,500
507
$78K ﹤0.01%
644
508
$77K ﹤0.01%
1,406
-176
509
$77K ﹤0.01%
1,692
-372
510
$77K ﹤0.01%
432
511
$77K ﹤0.01%
5,450
512
$76K ﹤0.01%
2,080
513
$76K ﹤0.01%
5,200
-1,503
514
$76K ﹤0.01%
2,894
-268
515
$75K ﹤0.01%
1,212
516
$75K ﹤0.01%
3,198
517
$74K ﹤0.01%
505
518
$73K ﹤0.01%
1,555
-225
519
$73K ﹤0.01%
3,030
-160
520
$73K ﹤0.01%
2,560
+905
521
$72K ﹤0.01%
600
522
$72K ﹤0.01%
1,075
523
$71K ﹤0.01%
1,500
524
$70K ﹤0.01%
600
525
$70K ﹤0.01%
655
+65
19 20
21
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