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
676
$22K ﹤0.01%
1,750
+250
677
$21K ﹤0.01%
+425
678
$21K ﹤0.01%
1,650
679
$21K ﹤0.01%
500
680
$21K ﹤0.01%
450
681
$21K ﹤0.01%
200
-7,000
682
$21K ﹤0.01%
200
-3,820
683
$20K ﹤0.01%
1,045
+633
684
$20K ﹤0.01%
225
-3,195
685
$20K ﹤0.01%
1,000
686
$20K ﹤0.01%
56
687
$19K ﹤0.01%
+1,021
688
$19K ﹤0.01%
1,500
689
$19K ﹤0.01%
241
690
$18K ﹤0.01%
+1,108
691
$18K ﹤0.01%
155
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$18K ﹤0.01%
300
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693
$18K ﹤0.01%
300
694
$18K ﹤0.01%
600
695
$18K ﹤0.01%
700
696
$18K ﹤0.01%
770
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697
$18K ﹤0.01%
550
698
$18K ﹤0.01%
2,000
699
$18K ﹤0.01%
262
-159
700
$17K ﹤0.01%
146
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26 27
28
29 30