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
526
$63K ﹤0.01%
1,500
527
$63K ﹤0.01%
+2,701
528
$63K ﹤0.01%
+673
529
$63K ﹤0.01%
450
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530
$63K ﹤0.01%
1,225
531
$62K ﹤0.01%
2,000
-769
532
$62K ﹤0.01%
1,000
533
$61K ﹤0.01%
2,820
-78,050
534
$60K ﹤0.01%
3,000
535
$60K ﹤0.01%
600
536
$60K ﹤0.01%
3,829
537
$59K ﹤0.01%
5,850
-20,625
538
$58K ﹤0.01%
4,377
539
$58K ﹤0.01%
671
-400
540
$58K ﹤0.01%
15
541
$58K ﹤0.01%
736
542
$57K ﹤0.01%
2,000
543
$57K ﹤0.01%
840
544
$57K ﹤0.01%
848
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545
$57K ﹤0.01%
1,800
546
$56K ﹤0.01%
700
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547
$56K ﹤0.01%
+807
548
$56K ﹤0.01%
1,200
549
$55K ﹤0.01%
1,122
550
$54K ﹤0.01%
1,499
-6,804
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