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
HACK icon
326
Amplify Cybersecurity ETF
HACK
$2.34B
$313K 0.01%
4,360
C icon
327
Citigroup
C
$172B
$311K 0.01%
4,378
-285
SIVR icon
328
abrdn Physical Silver Shares ETF
SIVR
$3.44B
$309K 0.01%
9,500
VGIT icon
329
Vanguard Intermediate-Term Treasury ETF
VGIT
$33.3B
$309K 0.01%
5,197
SDY icon
330
SPDR S&P Dividend ETF
SDY
$20.1B
$308K ﹤0.01%
2,267
-140
DGX icon
331
Quest Diagnostics
DGX
$20.9B
$305K ﹤0.01%
1,805
AES icon
332
AES
AES
$10.6B
$303K ﹤0.01%
24,394
VXF icon
333
Vanguard Extended Market ETF
VXF
$24.4B
$302K ﹤0.01%
1,755
-201
KKR icon
334
KKR & Co
KKR
$105B
$301K ﹤0.01%
2,602
-15
BAM icon
335
Brookfield Asset Management
BAM
$87.4B
$300K ﹤0.01%
6,196
GOVT icon
336
iShares US Treasury Bond ETF
GOVT
$28.5B
$300K ﹤0.01%
13,031
EMN icon
337
Eastman Chemical
EMN
$6.91B
$298K ﹤0.01%
3,385
-44
SXT icon
338
Sensient Technologies
SXT
$3.97B
$298K ﹤0.01%
4,000
BIIB icon
339
Biogen
BIIB
$20.9B
$293K ﹤0.01%
2,142
HOOD icon
340
Robinhood
HOOD
$117B
$291K ﹤0.01%
6,991
+300
FEZ icon
341
SPDR Euro Stoxx 50 ETF
FEZ
$4.73B
$285K ﹤0.01%
5,230
TPR icon
342
Tapestry
TPR
$24.1B
$282K ﹤0.01%
4,002
-127
SNPS icon
343
Synopsys
SNPS
$81.8B
$281K ﹤0.01%
655
-4
ACHR icon
344
Archer Aviation
ACHR
$7.66B
$276K ﹤0.01%
38,750
+1,500
HIG icon
345
Hartford Financial Services
HIG
$34.9B
$274K ﹤0.01%
2,213
HE icon
346
Hawaiian Electric Industries
HE
$1.95B
$274K ﹤0.01%
25,000
LQD icon
347
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.3B
$273K ﹤0.01%
2,516
OKE icon
348
Oneok
OKE
$42.3B
$272K ﹤0.01%
2,739
USMV icon
349
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
$268K ﹤0.01%
2,864
-91
IUSB icon
350
iShares Core Total USD Bond Market ETF
IUSB
$33.6B
$268K ﹤0.01%
5,811
12 13
14
15 16