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
201
$784K 0.03%
13,062
-97
202
$774K 0.03%
3,200
-200
203
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17,996
204
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5,234
-995
205
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206
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12,822
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207
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9,044
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208
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209
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210
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12,853
211
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212
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213
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8,120
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214
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215
$692K 0.03%
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216
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217
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218
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219
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5,096
220
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14,925
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221
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12,277
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222
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4,864
223
$653K 0.03%
26,600
-2,800
224
$646K 0.03%
12,700
225
$635K 0.02%
29,640
7 8
9
10 11