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
$1.82B
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,070
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$14.1M
3
+$10.4M
4
VB icon
Vanguard Small-Cap ETF
VB
+$9.18M
5
AN icon
AutoNation
AN
+$4.64M

Top Sells

1
+$20.9M
2
+$14M
3
+$8.77M
4
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
+$8.28M
5
DHI icon
D.R. Horton
DHI
+$4.96M

Sector Composition

1 Technology 16.78%
2 Financials 12.71%
3 Healthcare 10.82%
4 Consumer Discretionary 10.72%
5 Energy 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$22K ﹤0.01%
1,750
+250
677
$21K ﹤0.01%
1,650
678
$21K ﹤0.01%
500
679
$21K ﹤0.01%
450
680
$21K ﹤0.01%
200
-7,000
681
$21K ﹤0.01%
+425
682
$21K ﹤0.01%
200
-3,820
683
$20K ﹤0.01%
450
-6,390
684
$20K ﹤0.01%
56
685
$20K ﹤0.01%
1,045
+633
686
$20K ﹤0.01%
1,000
687
$19K ﹤0.01%
241
688
$19K ﹤0.01%
+1,021
689
$19K ﹤0.01%
1,500
690
$18K ﹤0.01%
600
691
$18K ﹤0.01%
700
692
$18K ﹤0.01%
300
-4,422
693
$18K ﹤0.01%
+1,108
694
$18K ﹤0.01%
300
695
$18K ﹤0.01%
155
-112
696
$18K ﹤0.01%
770
+550
697
$18K ﹤0.01%
550
698
$18K ﹤0.01%
2,000
699
$18K ﹤0.01%
262
-159
700
$17K ﹤0.01%
165
-2,298
26 27
28
29 30