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
651
$26K ﹤0.01%
1,410
652
$26K ﹤0.01%
875
-695
653
$25K ﹤0.01%
300
-18
654
$25K ﹤0.01%
650
655
$25K ﹤0.01%
+1,000
656
$24K ﹤0.01%
933
657
$24K ﹤0.01%
227
658
$24K ﹤0.01%
+3,000
659
$24K ﹤0.01%
750
660
$23K ﹤0.01%
849
-137
661
$23K ﹤0.01%
1,014
-352
662
$23K ﹤0.01%
1,277
+719
663
$22K ﹤0.01%
490
-244
664
$22K ﹤0.01%
525
665
$22K ﹤0.01%
325
666
$22K ﹤0.01%
334
667
$22K ﹤0.01%
1,000
-1,400
668
$22K ﹤0.01%
1,650
669
$22K ﹤0.01%
700
670
$22K ﹤0.01%
570
-408
671
$22K ﹤0.01%
267
-266
672
$22K ﹤0.01%
26
673
$22K ﹤0.01%
400
-125
674
$22K ﹤0.01%
200
675
$22K ﹤0.01%
290
25 26
27
28 29