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
CROX icon
26
Crocs
CROX
$4.52B
$84.5M 1.36%
795,880
+56,771
ADBE icon
27
Adobe
ADBE
$138B
$82.5M 1.33%
215,113
-17,673
CDW icon
28
CDW
CDW
$19.7B
$81.7M 1.31%
509,811
-14,255
EOG icon
29
EOG Resources
EOG
$59.3B
$79.3M 1.27%
618,209
-3,815
UBER icon
30
Uber
UBER
$197B
$72.3M 1.16%
992,794
+988,633
ANSS
31
DELISTED
Ansys
ANSS
$70M 1.12%
221,046
-7,566
PGR icon
32
Progressive
PGR
$133B
$66.4M 1.07%
234,529
+216,928
FI icon
33
Fiserv
FI
$65.8B
$65.1M 1.05%
294,825
+27,172
SPY icon
34
SPDR S&P 500 ETF Trust
SPY
$661B
$64.6M 1.04%
115,423
-5,488
VIK icon
35
Viking Holdings
VIK
$27.3B
$62.9M 1.01%
1,583,420
+361,588
GNRC icon
36
Generac Holdings
GNRC
$11.2B
$53.6M 0.86%
423,582
-6,486
STZ icon
37
Constellation Brands
STZ
$24.3B
$44.4M 0.71%
241,940
-113,638
FIX icon
38
Comfort Systems
FIX
$29.4B
$40.8M 0.66%
+126,533
IVV icon
39
iShares Core S&P 500 ETF
IVV
$660B
$37.7M 0.61%
67,064
-1,187
IAU icon
40
iShares Gold Trust
IAU
$64.1B
$37.2M 0.6%
631,220
-17,378
SHW icon
41
Sherwin-Williams
SHW
$83.6B
$36.2M 0.58%
103,707
-2,354
DXJ icon
42
WisdomTree Japan Hedged Equity Fund
DXJ
$3.92B
$31.8M 0.51%
288,710
+16,737
VOO icon
43
Vanguard S&P 500 ETF
VOO
$757B
$31.5M 0.51%
61,331
+2,829
LLY icon
44
Eli Lilly
LLY
$741B
$30.2M 0.48%
36,546
-653
CVX icon
45
Chevron
CVX
$306B
$28.8M 0.46%
172,259
-29,934
JNJ icon
46
Johnson & Johnson
JNJ
$460B
$28.7M 0.46%
172,884
-17,460
ROP icon
47
Roper Technologies
ROP
$55.3B
$26.5M 0.43%
44,971
-4,746
GLD icon
48
SPDR Gold Trust
GLD
$135B
$22.1M 0.35%
76,663
-2,545
IWF icon
49
iShares Russell 1000 Growth ETF
IWF
$122B
$20.7M 0.33%
57,347
+1,166
ABT icon
50
Abbott
ABT
$225B
$19.5M 0.31%
147,339
-630,325
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