EWM

Evercore Wealth Management Portfolio holdings

AUM $6.82B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
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
+$3.9M
2
+$2.57M
3
+$1.31M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$751K
5
VLO icon
Valero Energy
VLO
+$665K

Top Sells

1
+$19.2M
2
+$10.6M
3
+$8.42M
4
ADP icon
Automatic Data Processing
ADP
+$5.97M
5
NKE icon
Nike
NKE
+$5.33M

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
1
$89.1M 3.47%
2,313,416
-34,080
2
$78.9M 3.07%
558,457
-15,563
3
$74M 2.88%
377,597
-9,372
4
$72.9M 2.84%
978,479
-14,436
5
$66.1M 2.58%
404,395
-7,851
6
$61M 2.38%
322,496
-5,922
7
$60.8M 2.37%
444,811
-15,178
8
$58.4M 2.27%
1,214,260
-2,780
9
$57.7M 2.25%
404,432
-10,046
10
$56.4M 2.2%
1,488,510
-107,205
11
$52.6M 2.05%
465,106
-45,971
12
$52.6M 2.05%
504,001
-44,827
13
$52.5M 2.04%
1,094,920
-22,960
14
$50M 1.95%
1,497,014
-19,826
15
$49.6M 1.93%
367,091
-7,676
16
$47.7M 1.86%
1,292,590
-24,386
17
$46.5M 1.81%
1,366,686
-26,125
18
$46.5M 1.81%
781,808
-12,894
19
$46M 1.79%
189,163
-4,930
20
$42.3M 1.65%
241,269
-7,077
21
$41.8M 1.63%
93,397
+787
22
$41M 1.6%
685,938
-14,816
23
$40.7M 1.59%
313,264
-3,053
24
$39.7M 1.55%
847,467
+5,432
25
$39.7M 1.55%
1,278,118
+315
1
2 3 4 5