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
451
$105K 0.01%
1,060
-345
452
$104K 0.01%
2,400
453
$103K 0.01%
1,550
-312
454
$103K 0.01%
2,268
-3,332
455
$101K 0.01%
1,380
+1,284
456
$100K 0.01%
1,951
-32
457
$99K 0.01%
3,000
458
$99K 0.01%
2,880
459
$98K 0.01%
8,066
460
$98K 0.01%
1,634
-6,483
461
$98K 0.01%
+1,051
462
$97K 0.01%
1,150
+115
463
$96K 0.01%
5,184
464
$96K 0.01%
5,975
+4,541
465
$95K 0.01%
1,946
-473
466
$95K 0.01%
1,647
+1,241
467
$94K 0.01%
5,021
468
$93K 0.01%
2,580
469
$91K 0.01%
1,509
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470
$91K 0.01%
1,888
-1,254
471
$90K ﹤0.01%
1,675
-144
472
$90K ﹤0.01%
2,100
+160
473
$90K ﹤0.01%
+3,342
474
$89K ﹤0.01%
4,500
475
$88K ﹤0.01%
1,842
+246
17 18
19
20 21