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
926
– –
-770
927
– –
-326
928
– –
-50
929
– –
-1,341
930
– –
-700
931
– –
-202
932
– –
-80
933
– –
-450
934
– –
-394
935
– –
-337
936
– –
-302
937
– –
-4
938
– –
-503
939
– –
-500
940
– –
-251
941
– –
-161
942
– –
-100
943
– –
-11,050
944
– –
-355
945
– –
-258
946
– –
-91
947
– –
-400
948
– –
-220
949
– –
-510
950
– –
-1,377
36 37
38
39 40