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
51
$18.2M 0.29%
86,827
-679
52
$18.1M 0.29%
59,175
-1,152
53
$15.2M 0.24%
101,590
-10,893
54
$14.6M 0.23%
178,823
-5,705
55
$14.5M 0.23%
46,398
-223,869
56
$13.7M 0.22%
174,460
-911
57
$13M 0.21%
52,203
-2,580
58
$12.9M 0.21%
36,798
-901
59
$12.6M 0.2%
74,006
-2,155
60
$12M 0.19%
32,352
+48
61
$11.7M 0.19%
189,670
-17,085
62
$11.1M 0.18%
16,466
-3,202
63
$10.8M 0.17%
487,487
-545,622
64
$10.4M 0.17%
147,252
-3,271
65
$10.4M 0.17%
144,798
-977
66
$10.4M 0.17%
203,977
-6,509
67
$10.1M 0.16%
85,314
-2,280
68
$9.96M 0.16%
57,469
-1,415
69
$9.27M 0.15%
158,854
-11,499
70
$9.07M 0.15%
101,023
-3,048
71
$8.99M 0.14%
67,877
-1,375
72
$8.91M 0.14%
49,564
-2,944
73
$8.9M 0.14%
60,947
-83,724
74
$8.78M 0.14%
11
-1
75
$8.78M 0.14%
62,774
-1,687
1 2
3
4 5