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
1001
– –
-124
1002
– –
-208
1003
– –
0
1004
– –
-204
1005
– –
-56
1006
– –
-240
1007
– –
-125
1008
– –
-26,000
1009
– –
-62
1010
– –
-19,258
1011
– –
-209
1012
– –
-194
1013
– –
-1,370
1014
– –
-216
1015
– –
-1,032
1016
– –
-117
1017
– –
-107
1018
– –
-282
1019
– –
-3,000
1020
– –
-88
1021
– –
-51
1022
– –
-38
1023
– –
-1,111
1024
– –
-56
1025
– –
-160
39 40
41
42 43