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
551
$54K ﹤0.01%
2,662
552
$53K ﹤0.01%
5,000
-350
553
$53K ﹤0.01%
1,283
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554
$52K ﹤0.01%
1,245
555
$52K ﹤0.01%
1,000
-8
556
$51K ﹤0.01%
3,276
-78,246
557
$51K ﹤0.01%
477
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558
$51K ﹤0.01%
1,760
559
$51K ﹤0.01%
626
-27
560
$51K ﹤0.01%
3,000
561
$51K ﹤0.01%
+1,650
562
$50K ﹤0.01%
430
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563
$50K ﹤0.01%
+896
564
$50K ﹤0.01%
2,000
565
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566
$48K ﹤0.01%
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2,031
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569
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570
$46K ﹤0.01%
600
571
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1,065
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572
$46K ﹤0.01%
866
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573
$46K ﹤0.01%
968
574
$45K ﹤0.01%
1,100
-211
575
$45K ﹤0.01%
501
-43
21 22
23
24 25