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
1001
– –
-797
1002
– –
-391
1003
– –
-167
1004
– –
-76
1005
– –
-14,914
1006
– –
-123
1007
– –
-149
1008
– –
-10
1009
– –
-83
1010
– –
-144
1011
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-156
1012
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-162
1013
– –
-211
1014
– –
-389
1015
– –
-477
1016
– –
-26
1017
– –
-114
1018
– –
-100
1019
– –
-3,068
1020
– –
-12,947
1021
– –
-124
1022
– –
-208
1023
– –
0
1024
– –
-204
1025
– –
-56
39 40
41
42 43