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
151
$1.64M 0.09%
46,574
+24,995
152
$1.64M 0.09%
60,180
153
$1.63M 0.09%
31,568
154
$1.63M 0.09%
45,270
+4,150
155
$1.63M 0.09%
28,428
+8,758
156
$1.6M 0.09%
12,280
+6,861
157
$1.53M 0.08%
40,720
+280
158
$1.5M 0.08%
28,965
+6,900
159
$1.48M 0.08%
7,950
-10,730
160
$1.47M 0.08%
59,332
161
$1.44M 0.08%
12,610
+1,527
162
$1.41M 0.08%
15,490
-14,083
163
$1.4M 0.08%
4,999
-399
164
$1.39M 0.08%
21,862
+8,089
165
$1.34M 0.07%
15,934
-5,085
166
$1.34M 0.07%
14,798
-150
167
$1.3M 0.07%
63,400
168
$1.29M 0.07%
29,218
+408
169
$1.28M 0.07%
14,646
-11,396
170
$1.26M 0.07%
23,067
-78,827
171
$1.24M 0.07%
20,166
+6,577
172
$1.2M 0.07%
26,846
+25,368
173
$1.2M 0.07%
24,048
-1,715
174
$1.2M 0.07%
21,532
+7,740
175
$1.18M 0.07%
22,094
-74,392
5 6
7
8 9