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
1026
– –
-107
1027
– –
-282
1028
– –
-3,000
1029
– –
-44
1030
– –
-51
1031
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-38
1032
– –
-1,111
1033
– –
-56
1034
– –
-160
1035
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-163
1036
– –
-106
1037
– –
-121
1038
– –
-784
1039
– –
-702
1040
– –
-41
1041
– –
-177
1042
– –
-900
1043
– –
-1,585
1044
– –
-132
1045
– –
-196
1046
– –
-89
1047
– –
-122
1048
– –
-396
1049
– –
-88
1050
– –
-160
39 40 41
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