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
351
$229K 0.01%
3,870
352
$229K 0.01%
3,500
353
$227K 0.01%
5,291
-103
354
$225K 0.01%
3,925
-1,007
355
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3,870
-1,571
356
$223K 0.01%
12,461
-1,222
357
$222K 0.01%
4,288
+1,172
358
$218K 0.01%
4,000
359
$218K 0.01%
4,292
-775
360
$213K 0.01%
4,426
361
$211K 0.01%
14,500
-133
362
$209K 0.01%
3,700
-50
363
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1,870
+320
364
$204K 0.01%
5,159
365
$203K 0.01%
1,850
366
$203K 0.01%
6,318
+300
367
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3,428
368
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369
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6,425
+5,500
370
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4,000
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371
$193K 0.01%
2,330
372
$190K 0.01%
3,392
373
$186K 0.01%
17,760
374
$186K 0.01%
8,594
375
$185K 0.01%
+22,500
13 14
15
16 17