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
176
$1.57M 0.03%
69,010
-11,700
177
$1.57M 0.03%
2,578
-175
178
$1.56M 0.03%
12,624
179
$1.55M 0.02%
13,512
180
$1.54M 0.02%
44,193
181
$1.54M 0.02%
35,624
182
$1.51M 0.02%
53,090
183
$1.48M 0.02%
12,374
-227
184
$1.46M 0.02%
16,001
185
$1.43M 0.02%
8,132
-400
186
$1.41M 0.02%
5,362
187
$1.41M 0.02%
13,485
-570
188
$1.4M 0.02%
9,058
-20
189
$1.4M 0.02%
19,882
+12,887
190
$1.38M 0.02%
13,154
-466
191
$1.36M 0.02%
11,732
-5
192
$1.36M 0.02%
7,563
-400
193
$1.35M 0.02%
4,252
+60
194
$1.33M 0.02%
9,345
+10
195
$1.33M 0.02%
35,020
196
$1.32M 0.02%
21,655
-7,553
197
$1.31M 0.02%
35,633
-6,266
198
$1.29M 0.02%
7,333
199
$1.28M 0.02%
13,709
200
$1.25M 0.02%
906
6 7
8
9 10