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
1
$378M 6.07%
1,702,132
-47,218
2
$323M 5.19%
860,807
-10,153
3
$268M 4.3%
2,469,113
+106,557
4
$231M 3.71%
421,088
-15,807
5
$227M 3.64%
1,191,053
-29,537
6
$208M 3.34%
54,538
-2,974
7
$190M 3.05%
1,358,171
-41,273
8
$174M 2.8%
332,723
-11,927
9
$169M 2.71%
460,394
-7,399
10
$161M 2.58%
2,690,985
-71,224
11
$156M 2.51%
999,388
-24,483
12
$156M 2.51%
636,215
-14,658
13
$146M 2.35%
274,679
-4,763
14
$145M 2.33%
1,241,998
-32,424
15
$144M 2.32%
289,694
-8,389
16
$138M 2.22%
1,056,221
-46,988
17
$134M 2.15%
443,665
-10,187
18
$125M 2%
806,848
-12,853
19
$117M 1.88%
374,566
-8,533
20
$110M 1.77%
881,000
+35,674
21
$107M 1.72%
113,206
-1,266
22
$106M 1.71%
112,475
-3,187
23
$104M 1.68%
857,893
-19,107
24
$95.1M 1.53%
437,197
-16,173
25
$86.6M 1.39%
1,091,046
-43,030
1
2 3 4 5