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
976
– –
-95
977
$0 ﹤0.01%
+13
978
– –
-61
979
– –
-5,000
980
– –
-224
981
– –
-16
982
– –
-42
983
– –
-82
984
– –
-83
985
– –
-68
986
– –
-2,568
987
– –
-232
988
– –
-897
989
– –
-303
990
– –
-104
991
– –
-478
992
– –
-73
993
– –
-11
994
– –
-63
995
– –
-487
996
– –
-376
997
– –
-183
998
– –
-245
999
– –
-78
1000
– –
-96
38 39
40
41 42