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
851
– –
-307
852
– –
-40
853
– –
-228
854
– –
-6,550
855
– –
-65
856
– –
-300
857
– –
-1,018
858
– –
-120
859
– –
-115
860
– –
-1,785
861
– –
-68
862
– –
-17
863
– –
-1
864
– –
-2,460
865
– –
-3,560
866
– –
-612
867
– –
-143,250
868
– –
-2,900
869
– –
-55
870
– –
-2,000
871
– –
-124
872
– –
-92
873
– –
-90
874
– –
-199
875
– –
-1,650
33 34
35
36 37