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
726
$15K ﹤0.01%
600
727
$14K ﹤0.01%
1,000
728
$14K ﹤0.01%
65
-34
729
$14K ﹤0.01%
290
730
$14K ﹤0.01%
800
731
$14K ﹤0.01%
225
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732
$14K ﹤0.01%
543
733
$14K ﹤0.01%
+160
734
$14K ﹤0.01%
800
-109,300
735
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736
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1
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737
$14K ﹤0.01%
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$14K ﹤0.01%
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739
$13K ﹤0.01%
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740
$13K ﹤0.01%
650
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741
$13K ﹤0.01%
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$12K ﹤0.01%
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744
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$12K ﹤0.01%
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746
$12K ﹤0.01%
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747
$12K ﹤0.01%
165
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$12K ﹤0.01%
800
+197
749
$12K ﹤0.01%
3
750
$11K ﹤0.01%
+500
28 29
30
31 32