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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 | |
|---|---|---|---|---|---|---|
151
Vodafone
VOD
$37.1B
| $2.27M | 0.13% |
+77,396
| New | +$2.31M |
|
152
State Street Health Care Select Sector SPDR ETF
XLV
$42.9B
| $2.19M | 0.12% |
+45,896
| New | +$2.2M |
|
153
Ecolab
ECL
$79.8B
| $2.13M | 0.12% |
+24,925
| New | +$2.1M |
|
154
Vanguard Morningstar Small-Cap ETF
VB
$78.9B
| $2.13M | 0.12% |
+22,718
| New | +$2.1M |
|
155
State Street Materials Select Sector SPDR ETF
XLB
$8.72B
| $2.13M | 0.12% |
+110,890
| New | +$2.19M |
|
156
Teradata
TDC
$2.88B
| $2.11M | 0.12% |
+41,970
| New | +$2.26M |
|
|
WLL
157
DELISTED
Whiting Petroleum Corporation
WLL
| $2.1M | 0.12% |
+152
| New | +$2.12M |
|
158
NextEra Energy
NEE
$185B
| $2.07M | 0.12% |
+101,884
| New | +$2.02M |
|
159
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
| $2.05M | 0.12% |
+24,294
| New | +$2.05M |
|
160
Plains All American Pipeline
PAA
$17.6B
| $1.98M | 0.11% |
+35,400
| New | +$2M |
|
161
Coca-Cola Europacific Partners
CCEP
$49.1B
| $1.97M | 0.11% |
+56,001
| New | +$2.06M |
|
|
APC
162
DELISTED
Anadarko Petroleum
APC
| $1.95M | 0.11% |
+22,720
| New | +$1.96M |
|
163
Vanguard FTSE All-World ex-US ETF
VEU
$64.8B
| $1.92M | 0.11% |
+43,265
| New | +$2.02M |
|
164
CVS Health
CVS
$135B
| $1.77M | 0.1% |
+30,983
| New | +$1.8M |
|
165
Medtronic
MDT
$112B
| $1.75M | 0.1% |
+33,910
| New | +$1.68M |
|
166
Tanger
SKT
$4.78B
| $1.73M | 0.1% |
+51,692
| New | +$1.86M |
|
|
NVO
167
Novo Nordisk
NVO
$228B
| $1.73M | 0.1% |
+111,410
| New | +$1.85M |
|
168
eBay
EBAY
$51.2B
| $1.69M | 0.1% |
+77,505
| New | +$1.76M |
|
169
HCI Group
HCI
$2.34B
| $1.68M | 0.1% |
+54,750
| New | +$1.66M |
|
170
DuPont de Nemours
DD
$18.6B
| $1.67M | 0.09% |
+20,453
| New | +$1.72M |
|
171
Progressive
PGR
$128B
| $1.64M | 0.09% |
+64,500
| New | +$1.63M |
|
172
Parker-Hannifin
PH
$120B
| $1.64M | 0.09% |
+17,150
| New | +$1.61M |
|
173
Occidental Petroleum
OXY
$55.7B
| $1.56M | 0.09% |
+18,268
| New | +$1.54M |
|
174
WisdomTree US LargeCap Dividend Fund
DLN
$6.21B
| $1.54M | 0.09% |
+51,672
| New | +$1.56M |
|
175
Cencora
COR
$62B
| $1.54M | 0.09% |
+27,663
| New | +$1.5M |
|
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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.