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
901
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-188
902
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-111
903
$0 ﹤0.01%
19
904
– –
-13,199
905
$0 ﹤0.01%
2
906
– –
-60
907
– –
-676
908
– –
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909
– –
-1,550
910
– –
-29
911
– –
-32
912
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913
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914
– –
-68
915
– –
-24,800
916
$0 ﹤0.01%
5
917
$0 ﹤0.01%
39
-2
918
– –
-148
919
– –
-515
920
– –
-12,092
921
– –
-12
922
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-112
923
– –
-519
924
– –
-74
925
– –
-90
35 36
37
38 39