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
901
– –
-3,560
902
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-612
903
– –
-143,250
904
– –
-2,900
905
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-55
906
– –
-2,000
907
– –
-124
908
– –
-92
909
$0 ﹤0.01%
39
-2
910
$0 ﹤0.01%
4
911
– –
-148
912
– –
-515
913
– –
-12,092
914
– –
-12
915
– –
-112
916
– –
-74
917
– –
-1,075
918
– –
-600
919
– –
-18,675
920
– –
-235
921
– –
-84
922
– –
-50
923
– –
-300
924
– –
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925
– –
-325
35 36
37
38 39