EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
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
851
$4K ﹤0.01%
100
852
$4K ﹤0.01%
2
-5
853
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50
854
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300
855
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232
856
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71
857
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100
858
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50
859
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40
-7,500
860
$4K ﹤0.01%
124
861
$4K ﹤0.01%
+313
862
$4K ﹤0.01%
83
863
$3K ﹤0.01%
+80
864
$3K ﹤0.01%
178
-1,000
865
$3K ﹤0.01%
137
866
$3K ﹤0.01%
3
867
$3K ﹤0.01%
91
868
$3K ﹤0.01%
78
869
$3K ﹤0.01%
307
870
$3K ﹤0.01%
84
871
$3K ﹤0.01%
100
872
$3K ﹤0.01%
167
873
$3K ﹤0.01%
100
874
$3K ﹤0.01%
300
-400
875
$2K ﹤0.01%
40
-92
33 34
35
36 37