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
401
$135K ﹤0.01%
125,000
402
$133K ﹤0.01%
13,000
403
$128K ﹤0.01%
+12,800
404
$116K ﹤0.01%
10,408
-383
405
$107K ﹤0.01%
+13,200
406
$102K ﹤0.01%
+10,270
407
$101K ﹤0.01%
10,000
408
$65.2K ﹤0.01%
+20,000
409
$27K ﹤0.01%
20,000
410
$22.3K ﹤0.01%
17,543
411
$8.75K ﹤0.01%
13,688
412
– –
-2,500
413
– –
-2,667
414
– –
-436
415
– –
-9,050
416
– –
-689
417
– –
-9,495
418
– –
-25,000
419
– –
-3,122
420
– –
-11,190
421
– –
-3,918
422
– –
-1,015
423
– –
-15,781
424
– –
-4,475
425
– –
-2,705
14 15 16
17
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