EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
676
$25K ﹤0.01%
216
677
$24K ﹤0.01%
1,000
678
$24K ﹤0.01%
125
679
$24K ﹤0.01%
317
680
$24K ﹤0.01%
374
681
$24K ﹤0.01%
3,050
682
$24K ﹤0.01%
360
683
$24K ﹤0.01%
396
-100
684
$23K ﹤0.01%
2,103
685
$23K ﹤0.01%
1,200
686
$23K ﹤0.01%
200
-200
687
$23K ﹤0.01%
500
688
$23K ﹤0.01%
1,487
689
$23K ﹤0.01%
+900
690
$23K ﹤0.01%
250
691
$23K ﹤0.01%
250
692
$23K ﹤0.01%
152
693
$23K ﹤0.01%
537
694
$23K ﹤0.01%
3,250
695
$23K ﹤0.01%
+1,000
696
$22K ﹤0.01%
265
697
$22K ﹤0.01%
350
698
$22K ﹤0.01%
638
699
$22K ﹤0.01%
255
700
$22K ﹤0.01%
352
26 27
28
29 30