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EWM
Evercore Wealth Management Portfolio holdings
AUM
$6.36B
1-Year Est. Return
20.35%
This Fund
S&P 500
This Quarter
Est. Return
+2.09%
1 Year Est. Return
+20.35%
3 Year Est. Return
+78.32%
5 Year Est. Return
+103.32%
10 Year Est. Return
+431.52%
AUM
$1.77B
AUM Growth
–
Cap. Flow
+$1.78B
Cap. Flow
% of AUM
100.79%
Top 10 Holdings %
Top 10 Hldgs %
20.4%
Holding
805
New
802
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
WisdomTree Emerging Markets High Dividend Fund
DEM
|
+$69.5M |
| 2 |
Apple
AAPL
|
+$46.1M |
| 3 |
ExxonMobil
XOM
|
+$42.7M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$36.4M |
| 5 |
TJX Companies
TJX
|
+$32.4M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 16.31% |
| 2 | Consumer Discretionary | 11.5% |
| 3 | Energy | 11.31% |
| 4 | Healthcare | 10.99% |
| 5 | Financials | 10.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
601
Intuit
INTU
$86.5B
| $37K | ﹤0.01% |
+600
| New | +$36.3K |
|
602
Lindsay Corp
LNN
$1.13B
| $37K | ﹤0.01% |
+500
| New | +$39.5K |
|
603
Chipotle Mexican Grill
CMG
$47.2B
| $36K | ﹤0.01% |
+5,000
| New | +$35.9K |
|
604
iShares US Industrials ETF
IYJ
$1.98B
| $36K | ﹤0.01% |
+844
| New | +$34.9K |
|
|
MSB
605
Mesabi Trust
MSB
$289M
| $36K | ﹤0.01% |
+2,000
| New | +$40.9K |
|
606
Valmont Industries
VMI
$9.3B
| $36K | ﹤0.01% |
+250
| New | +$36.6K |
|
607
Vertex Pharmaceuticals
VRTX
$121B
| $36K | ﹤0.01% |
+455
| New | +$33.5K |
|
608
Northwest Natural Holdings
NWN
$2.06B
| $34K | ﹤0.01% |
+800
| New | +$35.1K |
|
609
Xcel Energy
XEL
$48.8B
| $34K | ﹤0.01% |
+1,208
| New | +$36.1K |
|
|
ALEX
610
DELISTED
Alexander & Baldwin
ALEX
| $33K | ﹤0.01% |
+834
| New | +$29.6K |
|
611
Vanguard Short-Term Bond ETF
BSV
$44.7B
| $33K | ﹤0.01% |
+406
| New | +$32.8K |
|
612
Calumet Specialty Products
CLMT
$3.85B
| $33K | ﹤0.01% |
+925
| New | +$33.3K |
|
|
ESGR
613
DELISTED
Enstar Group
ESGR
| $33K | ﹤0.01% |
+250
| New | +$32.2K |
|
614
VanEck Gold Miners ETF
GDX
$22.7B
| $33K | ﹤0.01% |
+1,370
| New | +$40K |
|
615
Madrigal Pharmaceuticals
MDGL
$10.8B
| $32K | ﹤0.01% |
+179
| New | +$46.7K |
|
616
SM Energy
SM
$7.8B
| $32K | ﹤0.01% |
+533
| New | +$32.5K |
|
|
AMRS
617
DELISTED
Amyris Inc.
AMRS
| $32K | ﹤0.01% |
+736
| New | +$31.4K |
|
618
Lear
LEA
$6.54B
| $31K | ﹤0.01% |
+525
| New | +$30.3K |
|
619
Universal Corp
UVV
$1.31B
| $31K | ﹤0.01% |
+529
| New | +$30.8K |
|
|
KYO
620
DELISTED
Kyocera Adr
KYO
| $31K | ﹤0.01% |
+600
| New | +$29.6K |
|
|
GGP
621
DELISTED
GGP Inc.
GGP
| $31K | ﹤0.01% |
+1,539
| New | +$32.7K |
|
622
CNX Resources
CNX
$5.06B
| $30K | ﹤0.01% |
+1,354
| New | +$37.3K |
|
623
Harley-Davidson
HOG
$2.58B
| $30K | ﹤0.01% |
+550
| New | +$29.7K |
|
624
Conagra Brands
CAG
$6.94B
| $29K | ﹤0.01% |
+1,079
| New | +$29.2K |
|
625
Tyson Foods
TSN
$20.4B
| $29K | ﹤0.01% |
+1,135
| New | +$28.1K |
|
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Evercore Wealth Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Evercore Wealth Management, which disclosed 805 positions worth $1.77B. Its ten largest holdings account for 20% of the portfolio.
Its largest position is WisdomTree Emerging Markets High Dividend Fund: 1,294,929 shares worth $62.6M.
By sector, the portfolio is most concentrated in Technology at 16% of assets, followed by Consumer Discretionary and Energy.
- Evercore Wealth Management's largest Q2 2013 buy was WisdomTree Emerging Markets High Dividend Fund: 1,294,929 shares worth $62.6M.
- Evercore Wealth Management's ten largest holdings make up 20% of its $1.77B portfolio in Q2 2013.
- Evercore Wealth Management disclosed 805 positions in Q2 2013, its first 13F filing on record.
Based on Evercore Wealth Management's 13F filing for Q2 2013, filed 14 Aug 2013.