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
676
$25K ﹤0.01%
216
677
$24K ﹤0.01%
317
678
$24K ﹤0.01%
374
679
$24K ﹤0.01%
1,000
680
$24K ﹤0.01%
125
681
$24K ﹤0.01%
3,050
682
$24K ﹤0.01%
360
683
$24K ﹤0.01%
396
-100
684
$23K ﹤0.01%
500
685
$23K ﹤0.01%
2,103
686
$23K ﹤0.01%
1,200
687
$23K ﹤0.01%
200
-200
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%
350
697
$22K ﹤0.01%
638
698
$22K ﹤0.01%
255
699
$22K ﹤0.01%
352
700
$22K ﹤0.01%
450
26 27
28
29 30