EWM
Evercore Wealth Management Portfolio holdings
AUM
$6.43B
1-Year Est. Return
18.06%
1 Year Est. Return
+18.06%
AUM
$6.21B
AUM Growth
-$467M
(-7%)
Holding
433
Top Buys
| 1 | +$72M | |
| 2 | +$61.4M | |
| 3 | +$40.8M | |
| 4 |
Viking Holdings
VIK
|
+$14.4M |
| 5 |
NVIDIA
NVDA
|
+$11.5M |
Top Sells
| 1 | +$83.6M | |
| 2 | +$69.9M | |
| 3 | +$31.9M | |
| 4 |
Celanese
CE
|
+$23.4M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
426
VanEck Semiconductor ETF
SMH
$34.8B
| – | – |
-1,600
|
|
||
427
Snowflake
SNOW
$81.6B
| – | – |
-1,326
|
|
||
428
SoFi Technologies
SOFI
$33.6B
| – | – |
-25,000
|
|
||
429
Vanguard Russell 2000 ETF
VTWO
$13.2B
| – | – |
-3,122
|
|
||
430
Williams-Sonoma
WSM
$23.1B
| – | – |
-1,256
|
|
||
|
SW
431
Smurfit Westrock
SW
$21.8B
| – | – |
-4,195
|
|
||
|
AMTM
432
Amentum Holdings
AMTM
$5.61B
| – | – |
-12,399
|
|
||
|
CAPNR
433
Cayson Acquisition Corp Right
CAPNR
| – | – |
-13,000
|
|