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
276
$437K 0.02%
9,213
+6,914
277
$430K 0.02%
21,615
278
$430K 0.02%
6,420
-61,500
279
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280
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7,240
281
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723
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282
$418K 0.02%
12,300
283
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6,613
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284
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7,300
-198
285
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2,490
-310
286
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8,861
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287
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10,481
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288
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289
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290
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10,000
-103
291
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292
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293
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294
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22,196
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295
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5,898
296
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4,260
297
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21,639
-2,973
298
$377K 0.02%
4,311
-354
299
$374K 0.02%
6,500
+1,500
300
$372K 0.02%
6,208
-406
10 11
12
13 14