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
751
$11K ﹤0.01%
+235
752
$11K ﹤0.01%
135
-26
753
$11K ﹤0.01%
308
-190
754
$11K ﹤0.01%
680
755
$11K ﹤0.01%
21
+13
756
$11K ﹤0.01%
5
+2
757
$11K ﹤0.01%
1,000
758
$11K ﹤0.01%
50
-47
759
$10K ﹤0.01%
+250
760
$10K ﹤0.01%
760
761
$9K ﹤0.01%
1,081
762
$9K ﹤0.01%
+573
763
$9K ﹤0.01%
282
-1,072
764
$9K ﹤0.01%
192
765
$9K ﹤0.01%
250
766
$9K ﹤0.01%
166
767
$9K ﹤0.01%
93
768
$9K ﹤0.01%
2,368
769
$8K ﹤0.01%
155
770
$8K ﹤0.01%
400
771
$8K ﹤0.01%
200
772
$8K ﹤0.01%
320
773
$8K ﹤0.01%
156
774
$8K ﹤0.01%
154
-103
775
$8K ﹤0.01%
310
29 30
31
32 33