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
276
$465K 0.01%
2,700
-70
277
$453K 0.01%
4,297
-37
278
$450K 0.01%
7,525
-361
279
$448K 0.01%
15,233
280
$447K 0.01%
1,846
-25
281
$445K 0.01%
1,677
-215
282
$444K 0.01%
18,504
-952
283
$444K 0.01%
928
284
$443K 0.01%
1,316
285
$430K 0.01%
2,359
286
$426K 0.01%
15,565
287
$423K 0.01%
2,335
288
$418K 0.01%
33,158
289
$417K 0.01%
2,865
290
$416K 0.01%
+6,111
291
$413K 0.01%
+3,093
292
$411K 0.01%
3,499
293
$410K 0.01%
7,946
294
$408K 0.01%
2,981
-350
295
$408K 0.01%
2,847
+55
296
$407K 0.01%
6,250
297
$405K 0.01%
4,520
-250
298
$399K 0.01%
1,560
-372
299
$397K 0.01%
1,915
300
$395K 0.01%
4,140
-5
10 11
12
13 14