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
TEL icon
301
TE Connectivity
TEL
$66.2B
$392K 0.01%
2,775
-1
BBY icon
302
Best Buy
BBY
$16.5B
$392K 0.01%
5,325
+25
CMI icon
303
Cummins
CMI
$58.2B
$387K 0.01%
1,234
WTM icon
304
White Mountains Insurance
WTM
$4.76B
$385K 0.01%
200
AN icon
305
AutoNation
AN
$8.06B
$383K 0.01%
2,368
-250
GLNG icon
306
Golar LNG
GLNG
$3.91B
$380K 0.01%
+10,000
MKL icon
307
Markel Group
MKL
$23.8B
$380K 0.01%
203
ZBH icon
308
Zimmer Biomet
ZBH
$19.8B
$378K 0.01%
3,342
LRCX icon
309
Lam Research
LRCX
$180B
$375K 0.01%
5,154
-110
BALL icon
310
Ball Corp
BALL
$13.1B
$374K 0.01%
7,183
-1,000
SSNC icon
311
SS&C Technologies
SSNC
$19.4B
$373K 0.01%
4,460
EXPE icon
312
Expedia Group
EXPE
$26.4B
$371K 0.01%
2,207
AEE icon
313
Ameren
AEE
$28.4B
$361K 0.01%
3,600
-53
PRM icon
314
Perimeter Solutions
PRM
$3.22B
$352K 0.01%
35,000
ROK icon
315
Rockwell Automation
ROK
$39.1B
$352K 0.01%
1,363
-14
EVR icon
316
Evercore
EVR
$12.2B
$344K 0.01%
1,720
KDK
317
Kodiak AI
KDK
$1.48B
$341K 0.01%
+30,543
RJF icon
318
Raymond James Financial
RJF
$31.9B
$337K 0.01%
2,428
-200
URI icon
319
United Rentals
URI
$64.7B
$337K 0.01%
538
-2
DFAC icon
320
Dimensional US Core Equity 2 ETF
DFAC
$37.7B
$336K 0.01%
10,182
ACGL icon
321
Arch Capital
ACGL
$32.2B
$332K 0.01%
3,450
BK icon
322
Bank of New York Mellon
BK
$75.3B
$328K 0.01%
3,913
MU icon
323
Micron Technology
MU
$227B
$326K 0.01%
3,751
+99
VBR icon
324
Vanguard Small-Cap Value ETF
VBR
$30.9B
$319K 0.01%
1,712
AGZ icon
325
iShares Agency Bond ETF
AGZ
$609M
$316K 0.01%
2,885
11 12
13
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