EWM

Evercore Wealth Management Portfolio holdings

AUM $6.82B
1-Year Est. Return 20.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.79%
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
+$71.2M
2
+$56.7M
3
+$51M
4
VIK icon
Viking Holdings
VIK
+$16.7M
5
NVDA icon
NVIDIA
NVDA
+$13.5M

Top Sells

1
+$80.2M
2
+$67M
3
+$33.7M
4
CE icon
Celanese
CE
+$25.7M
5
STZ icon
Constellation Brands
STZ
+$20.6M

Sector Composition

1 Technology 25.95%
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 6.09%
1,702,132
-47,218
2
$323M 5.2%
860,807
-10,153
3
$268M 4.31%
2,469,113
+106,557
4
$231M 3.72%
421,088
-15,807
5
$227M 3.65%
1,191,053
-29,537
6
$208M 3.35%
54,538
-2,974
7
$190M 3.06%
1,358,171
-41,273
8
$174M 2.81%
332,723
-11,927
9
$169M 2.72%
460,394
-7,399
10
$161M 2.59%
2,690,985
-71,224
11
$156M 2.51%
999,388
-24,483
12
$156M 2.51%
636,215
-14,658
13
$146M 2.36%
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 2.16%
443,665
-10,187
18
$125M 2.01%
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