Investor Details
| Filer Name: | EVERCORE WEALTH MANAGEMENT, LLC |
|---|---|
| CIK: | 1482689 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 417 |
| Portfolio Value: | $6.68B |
Evercore Wealth Management, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| AAPL | US | APPLE INC | 1,749,350 | $438M | 6.56% | -0.9% | - |
| MSFT | US | MICROSOFT CORP | 870,960 | $367M | 5.50% | -0.3% | - |
| NVDA | US | NVIDIA CORP | 2,362,556 | $317M | 4.75% | -1.7% | - |
| AMZN | US | AMAZON.COM INC | 1,220,590 | $268M | 4.01% | -0.1% | - |
| BX | US | BLACKSTONE INC | 1,399,444 | $241M | 3.61% | -4.9% | - |
| MA | US | MASTERCARD INC - A | 436,895 | $230M | 3.45% | -0.4% | - |
| GOOG | US | ALPHABET INC-CL C | 1,023,871 | $195M | 2.92% | -0.7% | - |
| AZO | US | AUTOZONE INC | 57,512 | $184M | 2.76% | -0.7% | - |
| HD | US | HOME DEPOT INC | 467,793 | $182M | 2.73% | 0.0% | - |
| UNH | US | UNITEDHEALTH GROUP INC | 344,650 | $174M | 2.61% | -0.9% | - |
| MS | US | MORGAN STANLEY | 1,274,422 | $160M | 2.40% | -0.7% | - |
| JPM | US | JPMORGAN CHASE & CO | 650,873 | $156M | 2.34% | -0.8% | - |
| TMO | US | THERMO FISHER SCIENTIFIC INC | 298,083 | $155M | 2.32% | -0.3% | - |
| GOOGL | US | ALPHABET INC-CL A | 819,701 | $155M | 2.32% | 0.7% | - |
| WMB | US | WILLIAMS COS INC | 2,762,209 | $149M | 2.24% | -0.7% | - |
| CBRE | US | CBRE GROUP INC - A | 1,103,209 | $145M | 2.17% | -6.4% | - |
| ACN | US | ACCENTURE PLC-CL A | 383,099 | $135M | 2.02% | -1.9% | - |
| BRK/B | US | BERKSHIRE HATHAWAY INC-CL B | 279,442 | $127M | 1.90% | -1.4% | - |
| CB | US | CHUBB LTD | 453,852 | $125M | 1.88% | 0.6% | - |
| BLDR | US | BUILDERS FIRSTSOURCE INC | 845,326 | $121M | 1.81% | 1.0% | - |