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
IVE icon
126
iShares S&P 500 Value ETF
IVE
$41.4B
$3.21M 0.05%
16,837
-525
CAT icon
127
Caterpillar
CAT
$253B
$3.13M 0.05%
9,484
-683
BAC icon
128
Bank of America
BAC
$374B
$3.08M 0.05%
73,709
-13,129
DUK icon
129
Duke Energy
DUK
$99.1B
$3.03M 0.05%
24,836
-147
CSR
130
Centerspace
CSR
$1.02B
$3.03M 0.05%
46,771
ICE icon
131
Intercontinental Exchange
ICE
$87.8B
$3.02M 0.05%
17,481
-120
PLTR icon
132
Palantir
PLTR
$423B
$2.98M 0.05%
35,361
-2,825
TRV icon
133
Travelers Companies
TRV
$58.9B
$2.89M 0.05%
10,914
MTD icon
134
Mettler-Toledo International
MTD
$28B
$2.86M 0.05%
2,421
-38
TMUS icon
135
T-Mobile US
TMUS
$255B
$2.84M 0.05%
10,662
-876
GS icon
136
Goldman Sachs
GS
$234B
$2.82M 0.05%
5,168
-78
OTIS icon
137
Otis Worldwide
OTIS
$35.6B
$2.79M 0.04%
27,064
-404
IWR icon
138
iShares Russell Mid-Cap ETF
IWR
$44.2B
$2.74M 0.04%
32,197
WFC icon
139
Wells Fargo
WFC
$269B
$2.64M 0.04%
36,826
-169
CL icon
140
Colgate-Palmolive
CL
$63.1B
$2.52M 0.04%
26,913
-1,335
IDXX icon
141
Idexx Laboratories
IDXX
$51B
$2.5M 0.04%
5,944
-7
CE icon
142
Celanese
CE
$4.38B
$2.41M 0.04%
42,385
-412,108
VIG icon
143
Vanguard Dividend Appreciation ETF
VIG
$97.6B
$2.4M 0.04%
12,387
IWD icon
144
iShares Russell 1000 Value ETF
IWD
$64.1B
$2.3M 0.04%
12,233
-54
MDT icon
145
Medtronic
MDT
$122B
$2.29M 0.04%
25,521
-930
XLY icon
146
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.8B
$2.21M 0.04%
11,200
-552
XLC icon
147
The Communication Services Select Sector SPDR Fund
XLC
$27.3B
$2.2M 0.04%
22,848
-2,250
XLI icon
148
Industrial Select Sector SPDR Fund
XLI
$23.4B
$2.17M 0.03%
16,582
-550
GE icon
149
GE Aerospace
GE
$318B
$2.13M 0.03%
10,641
+205
ZTS icon
150
Zoetis
ZTS
$63.5B
$2.13M 0.03%
12,910
+148
4 5
6
7 8