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
726
$19K ﹤0.01%
350
727
$18K ﹤0.01%
1,131
728
$18K ﹤0.01%
1,000
729
$18K ﹤0.01%
171
730
$17K ﹤0.01%
320
731
$17K ﹤0.01%
400
732
$17K ﹤0.01%
933
733
$17K ﹤0.01%
+68
734
$17K ﹤0.01%
675
-9,350
735
$17K ﹤0.01%
337
736
$17K ﹤0.01%
750
737
$17K ﹤0.01%
250
738
$16K ﹤0.01%
322
739
$16K ﹤0.01%
469
740
$16K ﹤0.01%
500
741
$16K ﹤0.01%
354
742
$16K ﹤0.01%
665
743
$16K ﹤0.01%
1,360
744
$16K ﹤0.01%
900
745
$16K ﹤0.01%
780
746
$15K ﹤0.01%
74
747
$15K ﹤0.01%
160
748
$15K ﹤0.01%
130
749
$15K ﹤0.01%
250
750
$15K ﹤0.01%
104
28 29
30
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