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
126
$2.73M 0.15%
44,056
-3,042
127
$2.64M 0.15%
142,810
+30,730
128
$2.56M 0.14%
62,127
+34,790
129
$2.5M 0.14%
24,015
-910
130
$2.44M 0.13%
26,828
+8,544
131
$2.42M 0.13%
72,676
+4,754
132
$2.31M 0.13%
46,870
+481
133
$2.25M 0.12%
44,265
+1,000
134
$2.18M 0.12%
30,420
-860
135
$2.1M 0.12%
39,445
-30,580
136
$2.06M 0.11%
51,465
-24,308
137
$2.05M 0.11%
25,470
-6,108
138
$1.97M 0.11%
27,964
139
$1.95M 0.11%
25,240
+6,993
140
$1.89M 0.1%
41,200
+40,000
141
$1.86M 0.1%
35,863
-183
142
$1.79M 0.1%
40,706
+11,866
143
$1.78M 0.1%
76,052
-57,386
144
$1.77M 0.1%
38,325
-40
145
$1.76M 0.1%
68,417
-23,979
146
$1.72M 0.09%
37,755
-123
147
$1.71M 0.09%
15,934
-1,583
148
$1.67M 0.09%
29,105
-2,769
149
$1.66M 0.09%
17,196
-1,220
150
$1.65M 0.09%
77,176
-16,488
4 5
6
7 8