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
551
$60K ﹤0.01%
1,656
552
$59K ﹤0.01%
720
553
$59K ﹤0.01%
1,000
554
$59K ﹤0.01%
500
555
$59K ﹤0.01%
464
556
$58K ﹤0.01%
722
-351
557
$58K ﹤0.01%
5,000
558
$56K ﹤0.01%
1,950
559
$56K ﹤0.01%
595
560
$56K ﹤0.01%
1,000
561
$56K ﹤0.01%
+4,750
562
$56K ﹤0.01%
4,355
563
$55K ﹤0.01%
2,500
564
$55K ﹤0.01%
2,050
+1,290
565
$54K ﹤0.01%
300
-123
566
$54K ﹤0.01%
817
567
$53K ﹤0.01%
1,000
-265
568
$53K ﹤0.01%
518
569
$53K ﹤0.01%
2,808
570
$52K ﹤0.01%
800
571
$51K ﹤0.01%
3,000
572
$51K ﹤0.01%
4,000
573
$50K ﹤0.01%
3,401
574
$49K ﹤0.01%
2,266
-118
575
$49K ﹤0.01%
1,000
21 22
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