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EWM

Evercore Wealth Management Portfolio holdings

AUM $6.36B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
851
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-676
852
– –
-32
853
– –
-1,550
854
– –
-29
855
– –
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856
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-168
857
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-75
858
– –
-165
859
– –
-68
860
– –
-24,800
861
$0 ﹤0.01%
5
862
– –
-100
863
– –
-267
864
– –
-2,100
865
$0 ﹤0.01%
3
866
$0 ﹤0.01%
39
-2
867
– –
-148
868
– –
-515
869
– –
-12,092
870
– –
-12
871
– –
-112
872
– –
-74
873
– –
-1,075
874
– –
-600
875
– –
-18,675
33 34
35
36 37