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
376
$227K ﹤0.01%
866
-77
377
$225K ﹤0.01%
5,060
378
$224K ﹤0.01%
6,186
379
$222K ﹤0.01%
1,099
-44
380
$220K ﹤0.01%
2,897
-225
381
$216K ﹤0.01%
8,647
382
$215K ﹤0.01%
+1,048
383
$211K ﹤0.01%
3,762
384
$210K ﹤0.01%
29
385
$210K ﹤0.01%
4,563
-6,425
386
$209K ﹤0.01%
+788
387
$208K ﹤0.01%
1,760
388
$206K ﹤0.01%
2,570
389
$206K ﹤0.01%
1,763
390
$206K ﹤0.01%
884
-186
391
$205K ﹤0.01%
6,896
392
$202K ﹤0.01%
+2,045
393
$202K ﹤0.01%
+5,100
394
$202K ﹤0.01%
1,286
-146
395
$201K ﹤0.01%
2,000
396
$195K ﹤0.01%
17,780
397
$158K ﹤0.01%
15,400
398
$150K ﹤0.01%
14,300
399
$142K ﹤0.01%
+20,000
400
$135K ﹤0.01%
12,689
14 15
16
17 18