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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
1026
– –
-199
1027
– –
-1,650
1028
– –
-645
1029
– –
-180
1030
– –
-63
1031
– –
-251
1032
– –
-1,023
1033
– –
-207
1034
– –
-1,980
1035
– –
-138
1036
– –
-134
1037
– –
-46
1038
– –
-1,247
1039
– –
-175
1040
– –
-57
1041
– –
-975
1042
– –
-123
1043
– –
-9,700
1044
– –
-138
1045
– –
-96
1046
– –
-35,400
1047
– –
-22
1048
– –
-156
1049
– –
-85
1050
– –
-4,584
39 40 41
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