EWM
Evercore Wealth Management Portfolio holdings
AUM
$6.43B
1-Year Return
18.06%
This Quarter Return
+5.87%
1 Year Return
+18.06%
3 Year Return
+82%
5 Year Return
+145.16%
10 Year Return
+379.19%
AUM
$2.15B
AUM Growth
+$61.1M
(+2.9%)
Cap. Flow
-$33.6M
Cap. Flow
% of AUM
-1.56%
Top 10 Holdings %
Top 10 Hldgs %
23.4%
Holding
1,131
New
168
Increased
324
Reduced
188
Closed
107
Top Buys
| 1 |
CB
CHUBB CORPORATION
CB
|
$43.2M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$32.6M |
| 3 |
A.O. Smith
AOS
|
$23.2M |
| 4 |
Five Below
FIVE
|
$8.12M |
| 5 |
McKesson
MCK
|
$5.89M |
Top Sells
| 1 |
Chubb
CB
|
$37.1M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$30.6M |
| 3 |
Fastenal
FAST
|
$14.6M |
| 4 |
RTX Corp
RTX
|
$14.2M |
| 5 |
Union Pacific
UNP
|
$13.9M |
Sector Composition
| 1 | Technology | 16.54% |
| 2 | Consumer Discretionary | 15.51% |
| 3 | Healthcare | 13.61% |
| 4 | Financials | 13.13% |
| 5 | Communication Services | 7.12% |
