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
LAB icon
401
Standard BioTools
LAB
$493M
$135K ﹤0.01%
125,000
CAPN
402
Cayson Acquisition Corp
CAPN
$82M
$133K ﹤0.01%
13,000
WLAC
403
Willow Lane Acquisition Corp
WLAC
$240M
$128K ﹤0.01%
+12,800
WBA
404
DELISTED
Walgreens Boots Alliance
WBA
$116K ﹤0.01%
10,408
-383
SOUN icon
405
SoundHound AI
SOUN
$8.46B
$107K ﹤0.01%
+13,200
ETHM
406
Dynamix Corp
ETHM
$232M
$102K ﹤0.01%
+10,270
ROIV icon
407
Roivant Sciences
ROIV
$11.7B
$101K ﹤0.01%
10,000
BRBS icon
408
Blue Ridge Bankshares
BRBS
$392M
$65.2K ﹤0.01%
+20,000
PLUG icon
409
Plug Power
PLUG
$4.05B
$27K ﹤0.01%
20,000
MGNX icon
410
MacroGenics
MGNX
$107M
$22.3K ﹤0.01%
17,543
CHGG icon
411
Chegg
CHGG
$136M
$8.75K ﹤0.01%
13,688
AEP icon
412
American Electric Power
AEP
$62.9B
– –
-3,918
AMR icon
413
Alpha Metallurgical Resources
AMR
$2.02B
– –
-2,500
BLND icon
414
Blend Labs
BLND
$848M
– –
-11,190
CRWD icon
415
CrowdStrike
CRWD
$121B
– –
-1,015
DTD icon
416
WisdomTree US Total Dividend Fund
DTD
$1.45B
– –
-15,781
EPI icon
417
WisdomTree India Earnings Fund ETF
EPI
$2.91B
– –
-4,475
EW icon
418
Edwards Lifesciences
EW
$42.7B
– –
-2,705
FDX icon
419
FedEx
FDX
$55.9B
– –
-1,362
GSAT icon
420
Globalstar
GSAT
$5.61B
– –
-2,667
NOC icon
421
Northrop Grumman
NOC
$85.8B
– –
-436
PINS icon
422
Pinterest
PINS
$22.2B
– –
-9,050
PWR icon
423
Quanta Services
PWR
$65.2B
– –
-689
RKLB icon
424
Rocket Lab Corp
RKLB
$32.4B
– –
-9,495
SCHM icon
425
Schwab US Mid-Cap ETF
SCHM
$13.4B
– –
-7,335
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