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
751
$11K ﹤0.01%
1,000
752
$11K ﹤0.01%
50
-47
753
$11K ﹤0.01%
+235
754
$11K ﹤0.01%
135
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755
$11K ﹤0.01%
308
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756
$11K ﹤0.01%
680
757
$11K ﹤0.01%
21
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758
$11K ﹤0.01%
5
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759
$10K ﹤0.01%
+250
760
$10K ﹤0.01%
760
761
$9K ﹤0.01%
192
762
$9K ﹤0.01%
282
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763
$9K ﹤0.01%
250
764
$9K ﹤0.01%
166
765
$9K ﹤0.01%
93
766
$9K ﹤0.01%
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$9K ﹤0.01%
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$9K ﹤0.01%
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769
$8K ﹤0.01%
400
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$8K ﹤0.01%
200
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$8K ﹤0.01%
320
772
$8K ﹤0.01%
156
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$8K ﹤0.01%
154
-103
774
$8K ﹤0.01%
155
775
$8K ﹤0.01%
310
29 30
31
32 33