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
501
$74K ﹤0.01%
1,775
-269
502
$74K ﹤0.01%
+1,676
503
$74K ﹤0.01%
1,200
504
$73K ﹤0.01%
7,645
505
$72K ﹤0.01%
1,404
-6,842
506
$72K ﹤0.01%
3,132
-850
507
$72K ﹤0.01%
2,000
508
$72K ﹤0.01%
820
-62
509
$72K ﹤0.01%
4,587
510
$71K ﹤0.01%
2,000
511
$71K ﹤0.01%
11,845
512
$70K ﹤0.01%
648
513
$70K ﹤0.01%
2,400
514
$70K ﹤0.01%
1,585
515
$69K ﹤0.01%
1,800
516
$69K ﹤0.01%
5,000
517
$68K ﹤0.01%
2,050
+1,600
518
$67K ﹤0.01%
1,363
519
$67K ﹤0.01%
1,372
-1,649
520
$67K ﹤0.01%
500
521
$66K ﹤0.01%
1,250
522
$65K ﹤0.01%
250
-13
523
$64K ﹤0.01%
268
-133
524
$64K ﹤0.01%
2,000
+1,815
525
$63K ﹤0.01%
730
19 20
21
22 23