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
476
$87K ﹤0.01%
2,099
477
$87K ﹤0.01%
1,036
-62
478
$85K ﹤0.01%
2,630
+2,404
479
$85K ﹤0.01%
10,000
+9,700
480
$83K ﹤0.01%
4,675
-568
481
$83K ﹤0.01%
1,986
+1,600
482
$83K ﹤0.01%
298
-11,260
483
$83K ﹤0.01%
2,112
-5,504
484
$83K ﹤0.01%
1,561
+940
485
$82K ﹤0.01%
1,941
+1,053
486
$82K ﹤0.01%
1,086
487
$82K ﹤0.01%
635
-9,427
488
$82K ﹤0.01%
6,413
489
$82K ﹤0.01%
800
490
$82K ﹤0.01%
3,039
491
$82K ﹤0.01%
+1,387
492
$80K ﹤0.01%
4,000
-12,749
493
$80K ﹤0.01%
+419
494
$80K ﹤0.01%
1,256
-675
495
$79K ﹤0.01%
2,387
496
$79K ﹤0.01%
22,000
497
$78K ﹤0.01%
3,325
498
$78K ﹤0.01%
1,500
499
$78K ﹤0.01%
823
-7,275
500
$74K ﹤0.01%
2,572
-624
18 19
20
21 22