EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
26
$21.3M 1.17%
253,978
+5,714
27
$21M 1.15%
43,791
+5,334
28
$20.3M 1.12%
642,322
+520,873
29
$20M 1.1%
170,231
-6,680
30
$19.1M 1.05%
131,080
+7,435
31
$19.1M 1.05%
275,916
+35,522
32
$18.7M 1.03%
376,965
+93,639
33
$18.4M 1.01%
290,570
+39,920
34
$18.3M 1.01%
268,927
+44,717
35
$17.7M 0.97%
430,613
+253,190
36
$17M 0.93%
236,396
+1,538
37
$16.8M 0.93%
304,345
+25,127
38
$15.6M 0.86%
131,302
+410
39
$15.6M 0.86%
397,488
-1,114
40
$15.6M 0.86%
+592,302
41
$15M 0.82%
275,232
+16,971
42
$14.9M 0.82%
133,958
+28,661
43
$14.9M 0.82%
170,457
+18,094
44
$14.8M 0.81%
418,022
-22,022
45
$14.2M 0.78%
428,844
+7,630
46
$14.1M 0.77%
169,819
+9,247
47
$14M 0.77%
120,574
-114,209
48
$13.9M 0.76%
264,484
+73,110
49
$13.7M 0.75%
1,362,480
-13,500
50
$12.8M 0.7%
116,482
+86,299
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