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
751
$15K ﹤0.01%
400
752
$15K ﹤0.01%
425
-475
753
$15K ﹤0.01%
1,060
754
$15K ﹤0.01%
543
755
$15K ﹤0.01%
275
756
$15K ﹤0.01%
984
-1,007
757
$15K ﹤0.01%
1,700
758
$15K ﹤0.01%
311
+161
759
$14K ﹤0.01%
300
760
$14K ﹤0.01%
510
761
$14K ﹤0.01%
1,123
762
$14K ﹤0.01%
1,400
763
$13K ﹤0.01%
200
764
$13K ﹤0.01%
90
765
$13K ﹤0.01%
81
-50
766
$13K ﹤0.01%
189
767
$13K ﹤0.01%
300
768
$13K ﹤0.01%
800
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769
$12K ﹤0.01%
65
770
$12K ﹤0.01%
205
771
$12K ﹤0.01%
315
772
$12K ﹤0.01%
378
773
$12K ﹤0.01%
600
774
$12K ﹤0.01%
264
775
$12K ﹤0.01%
180
29 30
31
32 33