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
626
$33K ﹤0.01%
300
627
$33K ﹤0.01%
1,050
-575
628
$32K ﹤0.01%
650
629
$32K ﹤0.01%
895
630
$32K ﹤0.01%
334
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631
$32K ﹤0.01%
2,500
632
$32K ﹤0.01%
1,000
633
$32K ﹤0.01%
1,500
634
$30K ﹤0.01%
200
635
$30K ﹤0.01%
335
636
$30K ﹤0.01%
800
637
$30K ﹤0.01%
529
638
$30K ﹤0.01%
533
639
$30K ﹤0.01%
1,150
640
$29K ﹤0.01%
375
641
$29K ﹤0.01%
762
642
$29K ﹤0.01%
319
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$29K ﹤0.01%
262
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$28K ﹤0.01%
1,189
645
$28K ﹤0.01%
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646
$28K ﹤0.01%
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647
$28K ﹤0.01%
550
648
$28K ﹤0.01%
3
649
$28K ﹤0.01%
1,173
650
$28K ﹤0.01%
785
24 25
26
27 28