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
326
$306K 0.02%
2,962
-2,567
327
$303K 0.02%
10,463
328
$302K 0.02%
500
329
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-41
330
$297K 0.02%
4,000
331
$292K 0.02%
7,264
+750
332
$287K 0.02%
6,521
333
$286K 0.02%
7,636
334
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29,238
-3,735
335
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336
$279K 0.02%
6,000
337
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6,383
-51,116
338
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+3,432
339
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7,582
-146
340
$262K 0.01%
8,065
-153
341
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7,282
+5,435
342
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11,000
+5,000
343
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345
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10,307
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346
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4,703
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347
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920
348
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4,044
349
$235K 0.01%
15,018
+8,082
350
$233K 0.01%
3,495
-211
12 13
14
15 16