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
901
$1K ﹤0.01%
37
902
$1K ﹤0.01%
+158
903
$1K ﹤0.01%
72
904
$1K ﹤0.01%
75
905
$1K ﹤0.01%
+2,000
906
– –
-55
907
– –
-231
908
– –
-5,000
909
– –
-700
910
– –
-400
911
– –
-161
912
– –
-275
913
– –
-400
914
– –
-100
915
– –
-685
916
– –
-990
917
– –
-770
918
– –
-326
919
– –
-202
920
– –
-80
921
– –
-450
922
– –
-251
923
– –
-161
924
– –
-100
925
– –
-11,050
35 36
37
38 39