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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
976
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-453
977
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-886,031
978
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979
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-2,075
980
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981
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-1,768
982
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-43
983
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-8,621
984
$0 ﹤0.01%
5
985
$0 ﹤0.01%
29
986
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-100
987
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-56
988
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-652
989
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-1,400
990
– –
-189
991
– –
-1,317
992
$0 ﹤0.01%
375
993
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-302
994
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-4
995
– –
-503
996
– –
-500
997
– –
-100
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