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
601
$37K ﹤0.01%
853
-108
602
$37K ﹤0.01%
769
+297
603
$37K ﹤0.01%
646
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604
$37K ﹤0.01%
250
605
$37K ﹤0.01%
7,000
606
$36K ﹤0.01%
3,213
607
$35K ﹤0.01%
250
608
$35K ﹤0.01%
875
-5,452
609
$35K ﹤0.01%
651
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610
$34K ﹤0.01%
800
611
$34K ﹤0.01%
579
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612
$34K ﹤0.01%
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613
$34K ﹤0.01%
1,208
-191
614
$33K ﹤0.01%
+1,000
615
$33K ﹤0.01%
83
616
$32K ﹤0.01%
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$32K ﹤0.01%
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619
$32K ﹤0.01%
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620
$32K ﹤0.01%
566
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621
$31K ﹤0.01%
765
-45,384
622
$31K ﹤0.01%
947
623
$31K ﹤0.01%
+1,408
624
$31K ﹤0.01%
365
625
$31K ﹤0.01%
5,700
-52,270
23 24
25
26 27