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
826
$2K ﹤0.01%
70
-70
827
$2K ﹤0.01%
57
+2
828
$2K ﹤0.01%
+148
829
$2K ﹤0.01%
200
830
$2K ﹤0.01%
9
-31
831
$2K ﹤0.01%
+25
832
$1K ﹤0.01%
30
-206
833
$1K ﹤0.01%
53
834
$1K ﹤0.01%
+77
835
$1K ﹤0.01%
+75
836
$1K ﹤0.01%
86
+66
837
$1K ﹤0.01%
57
+2
838
$1K ﹤0.01%
22
839
$1K ﹤0.01%
50
-12,802
840
$1K ﹤0.01%
300
841
$1K ﹤0.01%
65
842
– –
-8,949
843
– –
-90
844
– –
-132
845
– –
-2,549
846
– –
-73
847
– –
-61
848
– –
-14,800
849
– –
-145
850
– –
-176
32 33
34
35 36