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
126
$3.21M 0.05%
16,837
-525
127
$3.13M 0.05%
9,484
-683
128
$3.08M 0.05%
73,709
-13,129
129
$3.03M 0.05%
24,836
-147
130
$3.03M 0.05%
46,771
131
$3.02M 0.05%
17,481
-120
132
$2.98M 0.05%
35,361
-2,825
133
$2.89M 0.05%
10,914
134
$2.86M 0.05%
2,421
-38
135
$2.84M 0.05%
10,662
-876
136
$2.82M 0.05%
5,168
-78
137
$2.79M 0.04%
27,064
-404
138
$2.74M 0.04%
32,197
139
$2.64M 0.04%
36,826
-169
140
$2.52M 0.04%
26,913
-1,335
141
$2.5M 0.04%
5,944
-7
142
$2.41M 0.04%
42,385
-412,108
143
$2.4M 0.04%
12,387
144
$2.3M 0.04%
12,233
-54
145
$2.29M 0.04%
25,521
-930
146
$2.21M 0.04%
11,200
-552
147
$2.2M 0.04%
22,848
-2,250
148
$2.17M 0.03%
16,582
-550
149
$2.13M 0.03%
10,641
+205
150
$2.13M 0.03%
12,910
+148
4 5
6
7 8