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
576
$45K ﹤0.01%
+5,500
577
$45K ﹤0.01%
+1,000
578
$44K ﹤0.01%
585
-68
579
$44K ﹤0.01%
+1,500
580
$43K ﹤0.01%
+6,661
581
$43K ﹤0.01%
844
582
$43K ﹤0.01%
3,570
583
$43K ﹤0.01%
10,000
584
$42K ﹤0.01%
3,925
585
$42K ﹤0.01%
3,000
586
$42K ﹤0.01%
525
587
$42K ﹤0.01%
2,500
588
$41K ﹤0.01%
+1,200
589
$40K ﹤0.01%
+700
590
$40K ﹤0.01%
+3,000
591
$40K ﹤0.01%
250
592
$39K ﹤0.01%
400
-52
593
$39K ﹤0.01%
473
-12,485
594
$39K ﹤0.01%
548
595
$38K ﹤0.01%
+2,000
596
$38K ﹤0.01%
550
597
$38K ﹤0.01%
2,087
+1,377
598
$38K ﹤0.01%
1,135
599
$38K ﹤0.01%
750
600
$38K ﹤0.01%
616
22 23
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