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
201
$1.24M 0.02%
22,896
202
$1.19M 0.02%
26,177
-1,716
203
$1.17M 0.02%
1,440
+9
204
$1.16M 0.02%
5,772
205
$1.16M 0.02%
6,304
206
$1.15M 0.02%
37,058
+100
207
$1.14M 0.02%
12,416
-28
208
$1.09M 0.02%
24,579
-249
209
$1.06M 0.02%
10,534
-117
210
$1.06M 0.02%
17,782
211
$1.05M 0.02%
24,984
-1,654
212
$1.03M 0.02%
776
-130
213
$1.02M 0.02%
2,101
+278
214
$1.01M 0.02%
4,807
-333
215
$984K 0.02%
6,123
216
$978K 0.02%
2,128
-406
217
$974K 0.02%
2,076
-162
218
$955K 0.02%
45,438
219
$952K 0.02%
1,196
-36
220
$929K 0.01%
37,120
221
$896K 0.01%
3,298
-516
222
$889K 0.01%
8,041
+1
223
$889K 0.01%
3,262
-1,925
224
$885K 0.01%
2,899
+30
225
$871K 0.01%
1,373
+71
7 8
9
10 11