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
51
$10.6M 0.41%
110,924
+1,110
52
$9.97M 0.39%
227,915
-500
53
$9.92M 0.39%
64,557
54
$9.87M 0.38%
63,462
-1,010
55
$9.23M 0.36%
79,678
-1,214
56
$9.18M 0.36%
103,289
-61
57
$9.14M 0.36%
76,145
-6
58
$8.95M 0.35%
90,780
-2,732
59
$8.86M 0.35%
145,005
-742
60
$8.81M 0.34%
70,452
-657
61
$8.79M 0.34%
230,855
-9,458
62
$8.58M 0.33%
61,324
-1,650
63
$8.05M 0.31%
110,204
-1,589
64
$7.79M 0.3%
67,220
-1,386
65
$7.72M 0.3%
121,180
-175
66
$7.46M 0.29%
252,082
-12,162
67
$7.37M 0.29%
67,384
-55,748
68
$7.36M 0.29%
133,450
+100
69
$7.33M 0.29%
151,510
+9,290
70
$7.13M 0.28%
210,623
-3,048
71
$6.96M 0.27%
21,339
-265
72
$6.88M 0.27%
95,291
-2,065
73
$6.69M 0.26%
121,400
+980
74
$6.46M 0.25%
121,069
-145
75
$6.33M 0.25%
69,577
-1,112
1 2
3
4 5