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
301
$392K 0.01%
2,775
-1
302
$392K 0.01%
5,325
+25
303
$387K 0.01%
1,234
304
$385K 0.01%
200
305
$383K 0.01%
2,368
-250
306
$380K 0.01%
+10,000
307
$380K 0.01%
203
308
$378K 0.01%
3,342
309
$375K 0.01%
5,154
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310
$374K 0.01%
7,183
-1,000
311
$373K 0.01%
4,460
312
$371K 0.01%
2,207
313
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3,600
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314
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35,000
315
$352K 0.01%
1,363
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316
$344K 0.01%
1,720
317
$341K 0.01%
+30,543
318
$337K 0.01%
2,428
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319
$337K 0.01%
538
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320
$336K 0.01%
10,182
321
$332K 0.01%
3,450
322
$328K 0.01%
3,913
323
$326K 0.01%
3,751
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324
$319K 0.01%
1,712
325
$316K 0.01%
2,885
11 12
13
14 15