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
$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
COIN icon
276
Coinbase
COIN
$84.9B
$465K 0.01%
2,700
-70
MUB icon
277
iShares National Muni Bond ETF
MUB
$40.3B
$453K 0.01%
4,297
-37
GIS icon
278
General Mills
GIS
$25.4B
$450K 0.01%
7,525
-361
CSX icon
279
CSX Corp
CSX
$67.1B
$448K 0.01%
15,233
RSG icon
280
Republic Services
RSG
$68.1B
$447K 0.01%
1,846
-25
CME icon
281
CME Group
CME
$94.6B
$445K 0.01%
1,677
-215
KVUE icon
282
Kenvue
KVUE
$27.1B
$444K 0.01%
18,504
-952
MLM icon
283
Martin Marietta Materials
MLM
$37.6B
$444K 0.01%
928
TT icon
284
Trane Technologies
TT
$92.5B
$443K 0.01%
1,316
WWD icon
285
Woodward
WWD
$14.8B
$430K 0.01%
2,359
FNDA icon
286
Schwab Fundamental US Small Company Index ETF
FNDA
$9.02B
$426K 0.01%
15,565
WAB icon
287
Wabtec
WAB
$33.1B
$423K 0.01%
2,335
IMXI icon
288
International Money Express
IMXI
$438M
$418K 0.01%
33,158
MPC icon
289
Marathon Petroleum
MPC
$55.1B
$417K 0.01%
2,865
SPTM icon
290
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.4B
$416K 0.01%
+6,111
ROOT icon
291
Root
ROOT
$1.16B
$413K 0.01%
+3,093
IWP icon
292
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
$411K 0.01%
3,499
WBS icon
293
Webster Financial
WBS
$8.99B
$410K 0.01%
7,946
APO icon
294
Apollo Global Management
APO
$69.1B
$408K 0.01%
2,981
-350
DLR icon
295
Digital Realty Trust
DLR
$59.3B
$408K 0.01%
2,847
+55
GBTC icon
296
Grayscale Bitcoin Trust
GBTC
$43.3B
$407K 0.01%
6,250
STT icon
297
State Street
STT
$32B
$405K 0.01%
4,520
-250
IWO icon
298
iShares Russell 2000 Growth ETF
IWO
$13.2B
$399K 0.01%
1,560
-372
ALL icon
299
Allstate
ALL
$51.4B
$397K 0.01%
1,915
SHOP icon
300
Shopify
SHOP
$203B
$395K 0.01%
4,140
-5
10 11
12
13 14