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
126
$2.21M 0.09%
25,832
-182
127
$2.19M 0.09%
10,642
128
$2.15M 0.08%
58,764
-1,436
129
$2.12M 0.08%
27,389
+111
130
$2.07M 0.08%
41,404
-2,400
131
$2.04M 0.08%
21,830
+635
132
$2.04M 0.08%
22,245
-350
133
$2.02M 0.08%
95,660
-13,792
134
$2.01M 0.08%
77,277
-10,206
135
$2.01M 0.08%
23,978
+45
136
$2.01M 0.08%
54,753
-10,800
137
$1.96M 0.08%
39,626
138
$1.94M 0.08%
10,391
139
$1.86M 0.07%
34,585
140
$1.83M 0.07%
9,458
141
$1.81M 0.07%
50,580
-200
142
$1.79M 0.07%
50,052
143
$1.79M 0.07%
78,630
-3,600
144
$1.78M 0.07%
39,814
+124
145
$1.72M 0.07%
13,244
146
$1.71M 0.07%
14,503
-378
147
$1.69M 0.07%
21,818
148
$1.68M 0.07%
15,970
-100
149
$1.65M 0.06%
8,648
150
$1.64M 0.06%
12,173
+131
4 5
6
7 8