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
601
$40K ﹤0.01%
526
-75
602
$40K ﹤0.01%
1,497
-176
603
$40K ﹤0.01%
706
604
$40K ﹤0.01%
1,766
-234
605
$40K ﹤0.01%
1,491
606
$40K ﹤0.01%
200
607
$39K ﹤0.01%
556
608
$39K ﹤0.01%
2,870
609
$38K ﹤0.01%
665
610
$38K ﹤0.01%
900
611
$38K ﹤0.01%
786
612
$37K ﹤0.01%
2,600
613
$37K ﹤0.01%
483
614
$37K ﹤0.01%
400
615
$37K ﹤0.01%
649
616
$36K ﹤0.01%
1,000
617
$36K ﹤0.01%
820
618
$36K ﹤0.01%
450
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619
$36K ﹤0.01%
1,126
-2,522
620
$36K ﹤0.01%
50
621
$35K ﹤0.01%
2,000
622
$34K ﹤0.01%
874
623
$34K ﹤0.01%
724
624
$33K ﹤0.01%
800
625
$33K ﹤0.01%
1,000
23 24
25
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