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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
1001
– –
-300
1002
– –
-1,018
1003
– –
-120
1004
– –
-115
1005
– –
-1,785
1006
– –
-68
1007
– –
-17
1008
– –
-1
1009
– –
-2,460
1010
– –
-3,560
1011
– –
-612
1012
– –
-143,250
1013
– –
-2,900
1014
– –
-55
1015
– –
-2,000
1016
– –
-124
1017
– –
-92
1018
– –
-90
1019
– –
-115
1020
– –
-252
1021
– –
-329
1022
– –
-103
1023
– –
-59
1024
– –
-132
1025
– –
-109
39 40
41
42 43