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
101
$3.26M 0.13%
14,125
-475
102
$3.26M 0.13%
22,331
-864
103
$3.24M 0.13%
53,093
104
$3.14M 0.12%
110,000
-30,000
105
$3.12M 0.12%
71,543
-800
106
$3.02M 0.12%
23,467
-331
107
$2.94M 0.11%
4,700
-5
108
$2.9M 0.11%
58,547
-355
109
$2.81M 0.11%
41,878
+898
110
$2.77M 0.11%
52,444
+1,615
111
$2.74M 0.11%
67,420
112
$2.74M 0.11%
35,985
-604
113
$2.71M 0.11%
18,304
-853
114
$2.65M 0.1%
14,184
-150
115
$2.64M 0.1%
33,949
+15,812
116
$2.62M 0.1%
27,451
117
$2.59M 0.1%
22,435
-1,700
118
$2.56M 0.1%
31,425
-800
119
$2.56M 0.1%
20,856
120
$2.55M 0.1%
27,313
+185
121
$2.52M 0.1%
8,120
+127
122
$2.37M 0.09%
61,684
-596
123
$2.35M 0.09%
28,775
-24,100
124
$2.32M 0.09%
14,864
-650
125
$2.25M 0.09%
54,474
3 4
5
6 7