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
176
$1.17M 0.06%
12,401
-115
177
$1.17M 0.06%
18,040
-75
178
$1.17M 0.06%
14,865
+7,760
179
$1.15M 0.06%
22,690
+3,359
180
$1.14M 0.06%
11,912
-135
181
$1.14M 0.06%
14,350
-8,405
182
$1.13M 0.06%
61
-88
183
$1.08M 0.06%
3,415
+909
184
$1.08M 0.06%
9,286
-757
185
$1.04M 0.06%
8,909
-265
186
$1.04M 0.06%
92,872
+47,288
187
$1.03M 0.06%
23,005
+22,355
188
$1.03M 0.06%
9,311
+5,011
189
$1.03M 0.06%
22,150
+19,254
190
$1.01M 0.06%
50,100
191
$1.01M 0.06%
7,500
192
$1.01M 0.06%
21,589
-180,917
193
$978K 0.05%
12,650
-24,685
194
$972K 0.05%
28,187
195
$959K 0.05%
14,808
+1,715
196
$959K 0.05%
3,556
+1,446
197
$947K 0.05%
26,300
+15,000
198
$941K 0.05%
12,126
+1,938
199
$932K 0.05%
18,700
-2
200
$931K 0.05%
67,400
6 7
8
9 10