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
101
$4.27M 0.23%
37,035
+180
102
$4.1M 0.23%
63,620
-2,500
103
$4.06M 0.22%
50,250
-111,138
104
$3.96M 0.22%
102,200
-3,000
105
$3.95M 0.22%
46,756
-36,982
106
$3.84M 0.21%
62,318
-24,679
107
$3.69M 0.2%
43,887
+3,840
108
$3.69M 0.2%
138,672
+46,804
109
$3.64M 0.2%
94,455
-1,756
110
$3.57M 0.2%
178,940
-247,440
111
$3.56M 0.2%
41,502
-2,675
112
$3.48M 0.19%
48,871
+8,815
113
$3.45M 0.19%
95,918
-24,717
114
$3.36M 0.18%
70,437
-20,928
115
$3.34M 0.18%
82,714
-2,081
116
$3.17M 0.17%
142,150
-256,922
117
$3.06M 0.17%
43,550
118
$3M 0.16%
44,800
119
$2.98M 0.16%
53,800
+6,000
120
$2.97M 0.16%
39,487
-2,591
121
$2.92M 0.16%
32,098
-4,149
122
$2.85M 0.16%
16
123
$2.85M 0.16%
58,233
-94
124
$2.84M 0.16%
+212,206
125
$2.77M 0.15%
72,112
+40,303
3 4
5
6 7