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
TECH icon
351
Bio-Techne
TECH
$9.59B
$267K ﹤0.01%
4,561
SPOT icon
352
Spotify
SPOT
$137B
$267K ﹤0.01%
486
-339
JCI icon
353
Johnson Controls International
JCI
$71.6B
$265K ﹤0.01%
3,304
-2
SPYD icon
354
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.21B
$264K ﹤0.01%
5,969
ELV icon
355
Elevance Health
ELV
$78.4B
$259K ﹤0.01%
596
-19
NETD icon
356
Nabors Energy Transition Corp II
NETD
$242M
$257K ﹤0.01%
23,480
HALO icon
357
Halozyme
HALO
$7.82B
$255K ﹤0.01%
+4,000
ICF icon
358
iShares Select U.S. REIT ETF
ICF
$1.93B
$252K ﹤0.01%
4,101
ETR icon
359
Entergy
ETR
$42.9B
$250K ﹤0.01%
2,924
-2
BBCA icon
360
JPMorgan BetaBuilders Canada ETF
BBCA
$8.92B
$250K ﹤0.01%
3,487
JOBY icon
361
Joby Aviation
JOBY
$14.3B
$244K ﹤0.01%
40,486
+17,994
GGG icon
362
Graco
GGG
$13.5B
$241K ﹤0.01%
2,888
VTIP icon
363
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.8B
$241K ﹤0.01%
4,830
IDEV icon
364
iShares Core MSCI International Developed Markets ETF
IDEV
$22.4B
$240K ﹤0.01%
3,491
VMC icon
365
Vulcan Materials
VMC
$39.1B
$240K ﹤0.01%
1,028
-10
CSL icon
366
Carlisle Companies
CSL
$13.6B
$238K ﹤0.01%
700
-36
DOW icon
367
Dow Inc
DOW
$15.5B
$238K ﹤0.01%
6,820
-440
HSIC icon
368
Henry Schein
HSIC
$7.52B
$236K ﹤0.01%
3,449
CTVA icon
369
Corteva
CTVA
$41.4B
$236K ﹤0.01%
3,746
-70
VONG icon
370
Vanguard Russell 1000 Growth ETF
VONG
$32.7B
$233K ﹤0.01%
2,516
KR icon
371
Kroger
KR
$45.6B
$232K ﹤0.01%
3,432
-156
GTLS icon
372
Chart Industries
GTLS
$9B
$231K ﹤0.01%
1,599
-21,797
BAX icon
373
Baxter International
BAX
$11.8B
$230K ﹤0.01%
6,711
-3,982
SLG icon
374
SL Green Realty
SLG
$3.82B
$229K ﹤0.01%
3,972
XYL icon
375
Xylem
XYL
$35.3B
$227K ﹤0.01%
1,900
-137
13 14
15
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