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
176
$1.01M 0.04%
26,400
-4,700
177
$1.01M 0.04%
12,859
178
$1M 0.04%
17,218
+13,231
179
$967K 0.04%
3,804
180
$960K 0.04%
13,650
181
$958K 0.04%
31,810
-6,325
182
$956K 0.04%
18,304
183
$950K 0.04%
16,721
-1,270
184
$948K 0.04%
75,020
185
$940K 0.04%
8,575
186
$937K 0.04%
59,535
+6,102
187
$882K 0.03%
12,407
-520
188
$878K 0.03%
21,593
-983
189
$861K 0.03%
11,200
+9,657
190
$850K 0.03%
5,760
-105
191
$847K 0.03%
5,674
-600
192
$835K 0.03%
3,731
-11
193
$829K 0.03%
14,030
-310
194
$826K 0.03%
32,574
195
$822K 0.03%
15,775
196
$801K 0.03%
7,427
197
$801K 0.03%
30,980
-325
198
$795K 0.03%
1,779
+20
199
$791K 0.03%
6,364
-730
200
$790K 0.03%
43,641
6 7
8
9 10