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
851
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852
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-188
853
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854
$0 ﹤0.01%
19
855
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-13,199
856
$0 ﹤0.01%
2
857
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-60
858
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-676
859
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860
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-1,550
861
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862
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863
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864
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865
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866
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-68
867
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-24,800
868
$0 ﹤0.01%
5
869
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-100
870
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-267
871
– –
-2,100
872
$0 ﹤0.01%
3
873
– –
-784
874
– –
-702
875
– –
-41
33 34
35
36 37