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
201
$925K 0.05%
17,124
+8,264
202
$917K 0.05%
6,900
+1,041
203
$910K 0.05%
9,157
-146
204
$857K 0.05%
5,772
-16,817
205
$857K 0.05%
9,230
-2,361
206
$820K 0.05%
21,370
+1,330
207
$813K 0.04%
20,000
208
$797K 0.04%
36,625
-226,051
209
$788K 0.04%
17,333
+6,181
210
$779K 0.04%
13,288
-73,826
211
$771K 0.04%
8,300
-400
212
$769K 0.04%
22,665
213
$756K 0.04%
88,140
-300
214
$755K 0.04%
10,767
-92
215
$748K 0.04%
21,967
216
$745K 0.04%
19,756
+7,817
217
$745K 0.04%
7,436
+2,166
218
$737K 0.04%
8,950
219
$736K 0.04%
7,758
-58
220
$735K 0.04%
6,392
-764
221
$729K 0.04%
20,762
-3,898
222
$716K 0.04%
1,790
223
$712K 0.04%
11,900
-51,500
224
$708K 0.04%
10,000
+9,956
225
$707K 0.04%
11,416
+4,243
7 8
9
10 11