EWM

Evercore Wealth Management Portfolio holdings

AUM $6.81B
1-Year Est. Return 20.01%
This Quarter Est. Return
1 Year Est. Return
+20.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.21B
AUM Growth
-$467M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$72M
2
+$61.4M
3
+$40.8M
4
VIK icon
Viking Holdings
VIK
+$14.4M
5
NVDA icon
NVIDIA
NVDA
+$11.5M

Top Sells

1
+$83.6M
2
+$69.9M
3
+$31.9M
4
CE icon
Celanese
CE
+$23.4M
5
STZ icon
Constellation Brands
STZ
+$20.9M

Sector Composition

1 Technology 25.94%
2 Financials 20.41%
3 Consumer Discretionary 14.63%
4 Healthcare 7.82%
5 Energy 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$647K 0.01%
2,163
252
$646K 0.01%
3,784
-104
253
$641K 0.01%
11,963
-4,700
254
$632K 0.01%
+43,100
255
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4,220
-80
256
$601K 0.01%
979
-22
257
$590K 0.01%
14,111
+45
258
$588K 0.01%
5,877
259
$581K 0.01%
4,572
260
$565K 0.01%
999
261
$560K 0.01%
5,035
262
$558K 0.01%
7,203
-104
263
$533K 0.01%
9,334
264
$524K 0.01%
1,057
+8
265
$523K 0.01%
3,025
266
$519K 0.01%
12,613
+10
267
$513K 0.01%
8,975
268
$513K 0.01%
3,981
269
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270
$508K 0.01%
2,143
271
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742
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272
$496K 0.01%
2,067
273
$496K 0.01%
6,390
274
$489K 0.01%
1,659
-26
275
$467K 0.01%
16,709
-500
9 10
11
12 13