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
426
$122K 0.01%
1,475
427
$121K 0.01%
4,000
428
$120K 0.01%
2,143
+466
429
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430
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431
$119K 0.01%
3,789
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432
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1,140
433
$117K 0.01%
4,000
434
$116K 0.01%
954
435
$116K 0.01%
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436
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1,000
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437
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6,415
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438
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440
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2,378
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441
$111K 0.01%
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442
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1,445
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5,696
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589
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447
$106K 0.01%
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448
$106K 0.01%
1,330
-4,224
449
$105K 0.01%
868
450
$105K 0.01%
1,385
+100
16 17
18
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