EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
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
301
$362K 0.02%
3,608
-50
302
$362K 0.02%
14,100
-275
303
$361K 0.02%
6,750
-56,300
304
$359K 0.02%
9,139
+2,421
305
$354K 0.02%
4,651
-1,218
306
$351K 0.02%
7,240
307
$349K 0.02%
4,800
308
$345K 0.02%
29,765
+3,729
309
$342K 0.02%
10,300
310
$340K 0.02%
2,504
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311
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218,600
312
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313
$332K 0.02%
8,239
-2
314
$328K 0.02%
85,625
-519,900
315
$324K 0.02%
2,837
316
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317
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12,270
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318
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12,500
319
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5,937
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320
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2,875
321
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3,890
322
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9,263
-2,000
323
$311K 0.02%
3,415
-18,089
324
$311K 0.02%
3,345
-250
325
$307K 0.02%
13,250
+900
11 12
13
14 15