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
IEMG icon
201
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$1.24M 0.02%
22,896
VZ icon
202
Verizon
VZ
$170B
$1.19M 0.02%
26,177
-1,716
EQIX icon
203
Equinix
EQIX
$79.5B
$1.17M 0.02%
1,440
+9
ADI icon
204
Analog Devices
ADI
$119B
$1.16M 0.02%
5,772
VOOV icon
205
Vanguard S&P 500 Value ETF
VOOV
$5.66B
$1.16M 0.02%
6,304
SLV icon
206
iShares Silver Trust
SLV
$26.5B
$1.15M 0.02%
37,058
+100
SO icon
207
Southern Company
SO
$108B
$1.14M 0.02%
12,416
-28
ENB icon
208
Enbridge
ENB
$103B
$1.09M 0.02%
24,579
-249
BSX icon
209
Boston Scientific
BSX
$145B
$1.06M 0.02%
10,534
-117
PWV icon
210
Invesco Large Cap Value ETF
PWV
$1.18B
$1.06M 0.02%
17,782
USB icon
211
US Bancorp
USB
$71B
$1.05M 0.02%
24,984
-1,654
TPL icon
212
Texas Pacific Land
TPL
$21.6B
$1.03M 0.02%
776
-130
VRTX icon
213
Vertex Pharmaceuticals
VRTX
$105B
$1.02M 0.02%
2,101
+278
LHX icon
214
L3Harris
LHX
$53.2B
$1.01M 0.02%
4,807
-333
XAR icon
215
SPDR S&P Aerospace & Defense ETF
XAR
$4.83B
$984K 0.02%
6,123
DPZ icon
216
Domino's
DPZ
$14.1B
$978K 0.02%
2,128
-406
DE icon
217
Deere & Co
DE
$124B
$974K 0.02%
2,076
-162
SPH icon
218
Suburban Propane Partners
SPH
$1.21B
$955K 0.02%
45,438
NOW icon
219
ServiceNow
NOW
$186B
$952K 0.02%
1,196
-36
SCHG icon
220
Schwab US Large-Cap Growth ETF
SCHG
$51.5B
$929K 0.01%
37,120
ETN icon
221
Eaton
ETN
$146B
$896K 0.01%
3,298
-516
ED icon
222
Consolidated Edison
ED
$36.5B
$889K 0.01%
8,041
+1
GD icon
223
General Dynamics
GD
$88.9B
$889K 0.01%
3,262
-1,925
GEV icon
224
GE Vernova
GEV
$164B
$885K 0.01%
2,899
+30
REGN icon
225
Regeneron Pharmaceuticals
REGN
$60.3B
$871K 0.01%
1,373
+71
7 8
9
10 11