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
76
$8.58M 0.14%
37,626
-2,000
77
$8.45M 0.14%
15,839
-794
78
$8.11M 0.13%
39,269
-1,537
79
$8.09M 0.13%
55,769
-118
80
$8.04M 0.13%
34,475
-72
81
$7.5M 0.12%
37,587
-745
82
$7.41M 0.12%
217,193
-1,000
83
$7.37M 0.12%
44,024
-173
84
$7.07M 0.11%
132,053
85
$7.06M 0.11%
80,387
-3,199
86
$6.99M 0.11%
26,057
-1,213
87
$6.87M 0.11%
26,514
+834
88
$5.84M 0.09%
18,738
-707
89
$5.45M 0.09%
24,591
-13
90
$5.44M 0.09%
21,931
-3,366
91
$5.38M 0.09%
21,224
-104
92
$5.18M 0.08%
11,037
+567
93
$5.17M 0.08%
21,875
-5,198
94
$5.12M 0.08%
84,420
-1,253
95
$5.11M 0.08%
55,010
-3,750
96
$5.01M 0.08%
18,244
97
$4.97M 0.08%
36,540
98
$4.97M 0.08%
24,250
-713
99
$4.78M 0.08%
15,582
-60
100
$4.54M 0.07%
100,257
-5,098
2 3
4
5 6