EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
+$16.5M
2
+$15.6M
3
+$10.4M
4
VB icon
Vanguard Small-Cap ETF
VB
+$9.49M
5
AN icon
AutoNation
AN
+$4.66M

Top Sells

1
+$20.4M
2
+$13.3M
3
+$8.99M
4
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
+$8.43M
5
DHI icon
D.R. Horton
DHI
+$5.73M

Sector Composition

1 Technology 16.8%
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
251
$549K 0.03%
17,256
-83,513
252
$530K 0.03%
15,400
-384
253
$518K 0.03%
4,690
+115
254
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12,106
255
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39,939
-31,298
256
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11,417
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257
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12,861
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258
$512K 0.03%
7,975
-63,984
259
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5,500
-36,490
260
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16,897
-82,792
261
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6,705
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262
$503K 0.03%
11,241
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263
$503K 0.03%
2,995
264
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3,950
-44,400
265
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22,012
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266
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267
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268
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3,895
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269
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3,429
-3,578
270
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30,180
-96,628
271
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20,000
272
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2,129
-2,025
273
$444K 0.02%
8,051
274
$442K 0.02%
9,692
275
$438K 0.02%
42,900
-700
9 10
11
12 13