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
1
$55.7M 3.06%
2,782,976
+74,060
2
$43.8M 2.41%
523,630
+20,340
3
$42.9M 2.36%
1,537,461
-87,848
4
$38.7M 2.13%
1,215,552
+14,440
5
$37.6M 2.07%
372,172
+10,940
6
$30.6M 1.68%
383,454
+36,145
7
$30.2M 1.66%
291,759
+15,871
8
$29.2M 1.61%
321,966
-28,404
9
$28.5M 1.57%
315,921
+2,700
10
$28.1M 1.55%
373,758
+46,403
11
$27.9M 1.54%
223,900
+2,459
12
$27.9M 1.53%
374,934
+25,602
13
$26.5M 1.46%
347,226
-9,502
14
$25M 1.37%
348,202
+31,638
15
$24.7M 1.36%
207,780
+15,254
16
$24.2M 1.33%
647,863
-33,513
17
$23.3M 1.28%
507,347
-54,060
18
$23.1M 1.27%
252,460
-21,947
19
$22.6M 1.24%
331,600
+33,210
20
$22.4M 1.23%
725,243
+62,800
21
$22.2M 1.22%
160,024
+14,714
22
$22.2M 1.22%
431,700
-8,820
23
$22M 1.21%
268,169
+8,526
24
$21.9M 1.2%
135,637
+2,985
25
$21.6M 1.18%
205,029
+1,447
1
2 3 4 5