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
151
$1.64M 0.06%
27,985
-3,320
152
$1.61M 0.06%
19,377
-760
153
$1.55M 0.06%
4,954
-172
154
$1.53M 0.06%
21,844
+45
155
$1.51M 0.06%
15,991
156
$1.46M 0.06%
22,021
157
$1.45M 0.06%
26,978
-817
158
$1.44M 0.06%
32,062
159
$1.43M 0.06%
53,297
-2,000
160
$1.42M 0.06%
27,401
161
$1.32M 0.05%
27,451
162
$1.3M 0.05%
19,000
163
$1.3M 0.05%
26,847
164
$1.26M 0.05%
17,029
165
$1.24M 0.05%
9,935
166
$1.22M 0.05%
32,742
167
$1.18M 0.05%
14,279
-600
168
$1.17M 0.05%
15,259
+55
169
$1.15M 0.04%
80,310
170
$1.14M 0.04%
22,072
-1,315
171
$1.13M 0.04%
22,056
172
$1.08M 0.04%
18,311
173
$1.07M 0.04%
17,807
174
$1.06M 0.04%
8,524
175
$1.02M 0.04%
20,672
+840
5 6
7
8 9