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
ADSK icon
376
Autodesk
ADSK
$63.9B
$227K ﹤0.01%
866
-77
WLY icon
377
John Wiley & Sons Class A
WLY
$1.97B
$225K ﹤0.01%
5,060
FNDF icon
378
Schwab Fundamental International Large Company Index ETF
FNDF
$18.3B
$224K ﹤0.01%
6,186
CEG icon
379
Constellation Energy
CEG
$124B
$222K ﹤0.01%
1,099
-44
SOLV icon
380
Solventum
SOLV
$12.4B
$220K ﹤0.01%
2,897
-225
COLB icon
381
Columbia Banking Systems
COLB
$7.2B
$216K ﹤0.01%
8,647
CTAS icon
382
Cintas
CTAS
$74.1B
$215K ﹤0.01%
+1,048
D icon
383
Dominion Energy
D
$51.7B
$211K ﹤0.01%
3,762
NVR icon
384
NVR
NVR
$21B
$210K ﹤0.01%
29
GDX icon
385
VanEck Gold Miners ETF
GDX
$24.5B
$210K ﹤0.01%
4,563
-6,425
VHT icon
386
Vanguard Health Care ETF
VHT
$15.9B
$209K ﹤0.01%
+788
IEI icon
387
iShares 3-7 Year Treasury Bond ETF
IEI
$17.1B
$208K ﹤0.01%
1,760
MET icon
388
MetLife
MET
$51.8B
$206K ﹤0.01%
2,570
A icon
389
Agilent Technologies
A
$40B
$206K ﹤0.01%
1,763
LH icon
390
Labcorp
LH
$23.6B
$206K ﹤0.01%
884
-186
BIP icon
391
Brookfield Infrastructure Partners
BIP
$15.7B
$205K ﹤0.01%
6,896
AGG icon
392
iShares Core US Aggregate Bond ETF
AGG
$133B
$202K ﹤0.01%
+2,045
ACU icon
393
Acme United Corp
ACU
$144M
$202K ﹤0.01%
+5,100
WEX icon
394
WEX
WEX
$5.06B
$202K ﹤0.01%
1,286
-146
KNCT icon
395
Invesco Next Gen Connectivity ETF
KNCT
$37.7M
$201K ﹤0.01%
2,000
HYAC icon
396
Haymaker Acquisition Corp 4
HYAC
$329M
$195K ﹤0.01%
17,780
ALF
397
Centurion Acquisition Corp
ALF
$383M
$158K ﹤0.01%
15,400
LEGT
398
Legato Merger Corp III
LEGT
$281M
$150K ﹤0.01%
14,300
RIOT icon
399
Riot Platforms
RIOT
$7.23B
$142K ﹤0.01%
+20,000
ANSC
400
Agriculture & Natural Solutions Acquisition Corp
ANSC
$477M
$135K ﹤0.01%
12,689
14 15
16
17 18