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
351
$267K ﹤0.01%
4,561
352
$267K ﹤0.01%
486
-339
353
$265K ﹤0.01%
3,304
-2
354
$264K ﹤0.01%
5,969
355
$259K ﹤0.01%
596
-19
356
$257K ﹤0.01%
23,480
357
$255K ﹤0.01%
+4,000
358
$252K ﹤0.01%
4,101
359
$250K ﹤0.01%
2,924
-2
360
$250K ﹤0.01%
3,487
361
$244K ﹤0.01%
40,486
+17,994
362
$241K ﹤0.01%
2,888
363
$241K ﹤0.01%
4,830
364
$240K ﹤0.01%
3,491
365
$240K ﹤0.01%
1,028
-10
366
$238K ﹤0.01%
700
-36
367
$238K ﹤0.01%
6,820
-440
368
$236K ﹤0.01%
3,449
369
$236K ﹤0.01%
3,746
-70
370
$233K ﹤0.01%
2,516
371
$232K ﹤0.01%
3,432
-156
372
$231K ﹤0.01%
1,599
-21,797
373
$230K ﹤0.01%
6,711
-3,982
374
$229K ﹤0.01%
3,972
375
$227K ﹤0.01%
1,900
-137
13 14
15
16 17