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
376
$185K 0.01%
15,326
+6,092
377
$184K 0.01%
2,270
378
$180K 0.01%
4,502
-2,159
379
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3,000
380
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4,707
-4,635
381
$178K 0.01%
2,782
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382
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3,775
-2,497
383
$174K 0.01%
5,316
-83,833
384
$172K 0.01%
3,192
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385
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386
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12,772
-431
387
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-13,981
388
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4,900
+500
389
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2,800
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390
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3,165
+2,762
391
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6,000
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1,716
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396
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5,156
+1,032
397
$153K 0.01%
1,949
+150
398
$152K 0.01%
4,730
399
$149K 0.01%
2,000
400
$149K 0.01%
7,418
-840
14 15
16
17 18