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
726
$15K ﹤0.01%
600
727
$14K ﹤0.01%
1,000
728
$14K ﹤0.01%
65
-34
729
$14K ﹤0.01%
290
730
$14K ﹤0.01%
800
731
$14K ﹤0.01%
225
-66
732
$14K ﹤0.01%
543
733
$14K ﹤0.01%
+160
734
$14K ﹤0.01%
800
-109,300
735
$14K ﹤0.01%
+1,083
736
$14K ﹤0.01%
1
-31
737
$14K ﹤0.01%
619
738
$14K ﹤0.01%
2,250
739
$13K ﹤0.01%
320
-514
740
$13K ﹤0.01%
650
+200
741
$13K ﹤0.01%
378
742
$13K ﹤0.01%
1,670
743
$12K ﹤0.01%
300
744
$12K ﹤0.01%
146
-54
745
$12K ﹤0.01%
+250
746
$12K ﹤0.01%
327
-134
747
$12K ﹤0.01%
165
748
$12K ﹤0.01%
800
+197
749
$12K ﹤0.01%
3
750
$11K ﹤0.01%
+500
28 29
30
31 32