EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
51
$12.7M 0.7%
565,482
-28,640
52
$12.6M 0.69%
159,848
+9,806
53
$12.3M 0.68%
236,131
+10,989
54
$11.8M 0.65%
88,769
+5,650
55
$11.5M 0.63%
161,897
+2,032
56
$10.7M 0.59%
58,210
+7,122
57
$10.7M 0.59%
131,500
+16,185
58
$10.3M 0.56%
190,372
-12,908
59
$10.1M 0.56%
56,354
-5,138
60
$9.94M 0.55%
74,001
-24,604
61
$9.85M 0.54%
329,553
+6,457
62
$9.63M 0.53%
137,191
-987
63
$9.46M 0.52%
208,429
-3,771
64
$8.96M 0.49%
344,759
-20,544
65
$8.85M 0.49%
131,897
+8,021
66
$8.68M 0.48%
141,828
-675
67
$8.57M 0.47%
256,550
+1,678
68
$8.5M 0.47%
130,324
-8,300
69
$8.46M 0.47%
326,009
-62,803
70
$7.88M 0.43%
90,365
+39,641
71
$7.86M 0.43%
240,142
+40,769
72
$7.58M 0.42%
301,430
-10,498
73
$7.38M 0.41%
148,943
-6,383
74
$7.27M 0.4%
86,654
-48,716
75
$7.06M 0.39%
85,810
-56,567
1 2
3
4 5