Evercore Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
EW Evercore Wealth Management, LLC | Institutional Filer | ▼ 6.81% | $6.36B | 418 |
Current Portfolio Holdings
Showing all 418 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 1.5M | $381.8M | 6.00% |
| 2 | NVDA | NVIDIA Corporation | Technology | 2.2M | $380.7M | 5.99% |
| 3 | MSFT | Microsoft Corporation | Technology | 784K | $290.3M | 4.56% |
| 4 | GOOG | Alphabet Inc. | Technology | 887K | $254.6M | 4.00% |
| 5 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 1.1M | $233.7M | 3.67% |
| 6 | GOOGL | Alphabet Inc. | Technology | 714K | $205.3M | 3.23% |
| 7 | MA | Mastercard Incorporated | Financial Services | 392K | $195.9M | 3.08% |
| 8 | MS | Morgan Stanley | Financial Services | 1.2M | $193.8M | 3.05% |
| 9 | FIX | Comfort Systems USA, Inc. | Industrials | 134K | $185.2M | 2.91% |
| 10 | AZO | AutoZone, Inc. | Consumer Cyclical | 51K | $173.7M | 2.73% |
| 11 | WMB | The Williams Companies, Inc. | Energy | 2.4M | $172.5M | 2.71% |
| 12 | JPM | JPMorgan Chase & Co. | Financial Services | 532K | $156.5M | 2.46% |
| 13 | BX | Blackstone Inc. | Financial Services | 1.3M | $154.7M | 2.43% |
| 14 | HD | The Home Depot, Inc. | Consumer Cyclical | 432K | $142.1M | 2.24% |
| 15 | CB | Chubb Limited | Financial Services | 421K | $137.1M | 2.16% |
Showing 1 to 15 of 418 holdings