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
326
$313K 0.01%
4,360
327
$311K 0.01%
4,378
-285
328
$309K 0.01%
9,500
329
$309K 0.01%
5,197
330
$308K ﹤0.01%
2,267
-140
331
$305K ﹤0.01%
1,805
332
$303K ﹤0.01%
24,394
333
$302K ﹤0.01%
1,755
-201
334
$301K ﹤0.01%
2,602
-15
335
$300K ﹤0.01%
6,196
336
$300K ﹤0.01%
13,031
337
$298K ﹤0.01%
3,385
-44
338
$298K ﹤0.01%
4,000
339
$293K ﹤0.01%
2,142
340
$291K ﹤0.01%
6,991
+300
341
$285K ﹤0.01%
5,230
342
$282K ﹤0.01%
4,002
-127
343
$281K ﹤0.01%
655
-4
344
$276K ﹤0.01%
38,750
+1,500
345
$274K ﹤0.01%
2,213
346
$274K ﹤0.01%
25,000
347
$273K ﹤0.01%
2,516
348
$272K ﹤0.01%
2,739
349
$268K ﹤0.01%
2,864
-91
350
$268K ﹤0.01%
5,811
12 13
14
15 16