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
101
$4.43M 0.07%
38,300
-250
102
$4.4M 0.07%
39,985
-4,962
103
$4.18M 0.07%
44,820
-130
104
$4.17M 0.07%
37,481
-1,693
105
$4.09M 0.07%
37,226
-24,891
106
$4.09M 0.07%
41,469
-1,696
107
$4.07M 0.07%
61,980
-529
108
$4.05M 0.07%
42,405
109
$4.02M 0.06%
63,278
-22,301
110
$4.01M 0.06%
10,802
111
$3.97M 0.06%
6,882
-344
112
$3.94M 0.06%
24,797
-146
113
$3.91M 0.06%
35,635
-831
114
$3.83M 0.06%
36,625
-1,221
115
$3.82M 0.06%
18,055
-1,231
116
$3.79M 0.06%
61,210
-21,725
117
$3.78M 0.06%
33,500
-8,000
118
$3.75M 0.06%
14,607
119
$3.72M 0.06%
13,827
-204
120
$3.71M 0.06%
14,356
-375
121
$3.59M 0.06%
72,036
-1,000
122
$3.4M 0.05%
134,003
-9,733
123
$3.36M 0.05%
52,985
-350
124
$3.35M 0.05%
21,804
-495
125
$3.31M 0.05%
33,750
-453
3 4
5
6 7