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
26
$84.5M 1.36%
795,880
+56,771
27
$82.5M 1.33%
215,113
-17,673
28
$81.7M 1.31%
509,811
-14,255
29
$79.3M 1.27%
618,209
-3,815
30
$72.3M 1.16%
992,794
+988,633
31
$70M 1.12%
221,046
-7,566
32
$66.4M 1.07%
234,529
+216,928
33
$65.1M 1.05%
294,825
+27,172
34
$64.6M 1.04%
115,423
-5,488
35
$62.9M 1.01%
1,583,420
+361,588
36
$53.6M 0.86%
423,582
-6,486
37
$44.4M 0.71%
241,940
-113,638
38
$40.8M 0.66%
+126,533
39
$37.7M 0.61%
67,064
-1,187
40
$37.2M 0.6%
631,220
-17,378
41
$36.2M 0.58%
103,707
-2,354
42
$31.8M 0.51%
288,710
+16,737
43
$31.5M 0.51%
61,331
+2,829
44
$30.2M 0.48%
36,546
-653
45
$28.8M 0.46%
172,259
-29,934
46
$28.7M 0.46%
172,884
-17,460
47
$26.5M 0.43%
44,971
-4,746
48
$22.1M 0.35%
76,663
-2,545
49
$20.7M 0.33%
57,347
+1,166
50
$19.5M 0.31%
147,339
-630,325
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