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
626
$31K ﹤0.01%
+675
627
$31K ﹤0.01%
527
628
$31K ﹤0.01%
1,900
629
$30K ﹤0.01%
+1,250
630
$29K ﹤0.01%
+686
631
$29K ﹤0.01%
1,468
632
$29K ﹤0.01%
529
-49
633
$29K ﹤0.01%
458
634
$28K ﹤0.01%
1,079
-124
635
$28K ﹤0.01%
560
636
$28K ﹤0.01%
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637
$28K ﹤0.01%
1,816
638
$28K ﹤0.01%
250
-28,525
639
$28K ﹤0.01%
+650
640
$28K ﹤0.01%
396
641
$27K ﹤0.01%
544
642
$27K ﹤0.01%
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$27K ﹤0.01%
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644
$27K ﹤0.01%
485
645
$27K ﹤0.01%
330
646
$26K ﹤0.01%
+2,061
647
$26K ﹤0.01%
2,000
648
$26K ﹤0.01%
1,000
649
$26K ﹤0.01%
802
-54,341
650
$26K ﹤0.01%
1,000
24 25
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