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
1026
– –
-240
1027
– –
-125
1028
– –
-26,000
1029
– –
-62
1030
– –
-19,258
1031
– –
-209
1032
– –
-194
1033
– –
-1,370
1034
– –
-216
1035
– –
-1,032
1036
– –
-117
1037
– –
-107
1038
– –
-282
1039
– –
-3,000
1040
– –
-88
1041
– –
-51
1042
– –
-38
1043
– –
-1,111
1044
– –
-56
1045
– –
-160
1046
– –
-163
1047
– –
-106
1048
– –
-121
1049
– –
-784
1050
– –
-702
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