EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
76
$6.06M 0.24%
53,181
-1,000
77
$6M 0.23%
40,515
-850
78
$5.99M 0.23%
229,683
-35,195
79
$5.9M 0.23%
110,145
+421
80
$5.34M 0.21%
48,141
+1
81
$5.33M 0.21%
55,040
-2,050
82
$5.21M 0.2%
36,874
-240
83
$5M 0.19%
35,235
-1,370
84
$4.95M 0.19%
35,404
+19,310
85
$4.53M 0.18%
28,895
-1,980
86
$4.36M 0.17%
53,861
-4,866
87
$4.26M 0.17%
94,684
-5,721
88
$4.21M 0.16%
57,741
-1,630
89
$4.14M 0.16%
24,215
-422
90
$4.11M 0.16%
29,614
-1,721
91
$4.11M 0.16%
130,120
-3,625
92
$4.08M 0.16%
51,103
93
$4.05M 0.16%
63,812
+1,216
94
$4.02M 0.16%
82,987
-888
95
$3.78M 0.15%
153,630
96
$3.5M 0.14%
28,748
-200
97
$3.39M 0.13%
24,950
-169
98
$3.37M 0.13%
22,915
99
$3.31M 0.13%
52,615
-1,500
100
$3.3M 0.13%
12
2 3
4
5 6