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EWM

Evercore Wealth Management Portfolio holdings

AUM $6.36B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
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
– –
-231
907
– –
-50
908
– –
-200
909
– –
-1,377
910
– –
-750
911
– –
-173
912
$0 ﹤0.01%
1
913
– –
-172
914
– –
-5,500
915
– –
-96
916
– –
-350
917
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-55
918
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919
– –
-22
920
– –
-5,000
921
– –
-700
922
– –
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923
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924
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925
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-346
35 36
37
38 39