EWM

Evercore Wealth Management Portfolio holdings

AUM $6.43B
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
76
$7.05M 0.39%
96,022
-4,282
77
$7.03M 0.39%
183,492
-11,690
78
$6.52M 0.36%
26,692
-570
79
$6.4M 0.35%
154,898
+19,619
80
$6.3M 0.35%
150,736
+7,428
81
$6.2M 0.34%
107,434
-44
82
$6.12M 0.34%
63,073
+11,529
83
$6.05M 0.33%
80,513
-44,910
84
$6M 0.33%
206,470
-28,470
85
$5.94M 0.33%
134,293
-7,171
86
$5.9M 0.32%
57,145
87
$5.86M 0.32%
100,231
+19,814
88
$5.71M 0.31%
172,250
-470
89
$5.59M 0.31%
23,067
-328
90
$5.59M 0.31%
105,858
-38,800
91
$5.57M 0.31%
109,223
-400,372
92
$5.47M 0.3%
80,274
-2,092
93
$5.27M 0.29%
109,667
+798
94
$5.04M 0.28%
188,335
+3,595
95
$5.02M 0.28%
58,356
+1,395
96
$4.83M 0.27%
81,394
-3,800
97
$4.74M 0.26%
67,128
-20,348
98
$4.7M 0.26%
179,259
+34,815
99
$4.44M 0.24%
115,853
+8,660
100
$4.3M 0.24%
80,910
-6,600
2 3
4
5 6