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 16.78%
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
801
$5K ﹤0.01%
140
-114
802
$5K ﹤0.01%
89
-84
803
$5K ﹤0.01%
67
804
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117
805
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100
806
$5K ﹤0.01%
115
807
$4K ﹤0.01%
+500
808
$4K ﹤0.01%
37
-50
809
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+60
810
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121
811
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33
-60
812
$4K ﹤0.01%
500
813
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200
814
$4K ﹤0.01%
333
815
$4K ﹤0.01%
332
816
$4K ﹤0.01%
227
817
$3K ﹤0.01%
69
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818
$3K ﹤0.01%
160
819
$3K ﹤0.01%
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820
$3K ﹤0.01%
43
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821
$3K ﹤0.01%
80
822
$3K ﹤0.01%
147
823
$3K ﹤0.01%
13,158
824
$2K ﹤0.01%
57
+2
825
$2K ﹤0.01%
+148
31 32
33
34 35