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
151
$2.11M 0.03%
13,439
-500
152
$2.07M 0.03%
30,566
-861
153
$2.03M 0.03%
71,006
-1,112,542
154
$1.98M 0.03%
8,095
-1
155
$1.96M 0.03%
41,446
156
$1.96M 0.03%
26,454
+12
157
$1.95M 0.03%
4,372
-3
158
$1.95M 0.03%
13,295
-475
159
$1.95M 0.03%
14,488
160
$1.86M 0.03%
22,771
-1,095
161
$1.84M 0.03%
12,377
-2,000
162
$1.81M 0.03%
21,103
163
$1.72M 0.03%
3,175
164
$1.71M 0.03%
13,008
-1,727
165
$1.71M 0.03%
7,168
166
$1.68M 0.03%
14,950
167
$1.67M 0.03%
3,279
-325
168
$1.66M 0.03%
9,708
+60
169
$1.65M 0.03%
21,845
-8,234
170
$1.65M 0.03%
4,786
-101
171
$1.63M 0.03%
21,760
172
$1.63M 0.03%
7,040
-65
173
$1.62M 0.03%
6,000
-20
174
$1.61M 0.03%
8,493
-76
175
$1.59M 0.03%
13,094
-245
5 6
7
8 9