Evercore-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "JOBY",
  "HOOD",
  "NVR",
  "GDX",
  null,
  "RJF",
  "AES",
  "AAXJ",
  null,
  "ATR",
  "MU",
  "FNDF",
  "FNDA",
  "MPLX",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "OBDC",
  "A",
  "APD",
  "JEF",
  "VONG",
  "ALL",
  "GOOGL",
  "RIOT",
  null,
  null,
  "AXP",
  null,
  null,
  null,
  null,
  "GDXJ",
  null,
  "BLK",
  "AYI",
  "CAT",
  "AVGO",
  "LOW",
  "ARCC",
  "BSX",
  null,
  "DBEF",
  "COF",
  "CMI",
  "DUK",
  "D",
  "PRM",
  "EOG",
  "EXPE",
  "VIK",
  "GD",
  "GILD",
  "GIS",
  "HON",
  "BRBS",
  "HD",
  "MCD",
  "INTU",
  "RPM",
  null,
  "UNP",
  "QCOM",
  "ISRG",
  "ITW",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  "MGNX",
  "IVW",
  null,
  "IJH",
  "ROOT",
  "LAB",
  null,
  null,
  "KMI",
  "LHX",
  "LRCX",
  "ICF",
  "LIN",
  "MPC",
  "MMC",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "EQIX",
  "EVR",
  "GE",
  "HE",
  "GLNG",
  "HIG",
  "ORLY",
  "EMN",
  "DLN",
  "BX",
  "AMP",
  "ANSS",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "OKE",
  "PAYX",
  "VGIT",
  "VHT",
  "EEM",
  "IWF",
  "PANW",
  "PEP",
  "PNC",
  "PGR",
  "IEMG",
  "GBDC",
  "IVV",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  null,
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
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  "AMGN",
  "KVUE",
  "DGX",
  "REGN",
  "ROK",
  "IEFA",
  "SPGI",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "ROP",
  "RTX",
  "GLD",
  null,
  null,
  "AMT",
  "RSG",
  "IBM",
  "SSNC",
  "SYK",
  "SBUX",
  "SNPS",
  "TEL",
  "CI",
  "TPR",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TRV",
  "UBER",
  "UPS",
  "VNQ",
  "VO",
  "MET",
  "VXF",
  "SOUN",
  "VV",
  "SCHW",
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  "SPH",
  "VWO",
  null,
  "JBL",
  "SIVR",
  "ACHR",
  "IWV",
  null,
  null,
  null,
  "PRF",
  "VIG",
  null,
  "IWO",
  "XLB",
  "MTD",
  "IWN",
  "GGG",
  null,
  null,
  null,
  "ETR",
  "BN.TO",
  "VYM",
  "DD",
  "VRTX",
  null,
  "TT",
  "VRSK",
  "ADSK",
  "AEE",
  "ACGL",
  "AFL",
  "APH",
  "AMD",
  "SDY",
  "FI",
  "DOV",
  "WAB",
  "GNRC",
  "AJG",
  "WM",
  "IWP",
  "IWR",
  "HSIC",
  "WEX",
  "ROIV",
  null,
  "IFF",
  "IMXI",
  "IDXX",
  "DHI",
  "AMZN",
  "MSI",
  null,
  "IVE",
  "PLUG",
  null,
  "TPL",
  null,
  "BBCA",
  null,
  null,
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VEA",
  "VGK",
  "VOOV",
  "VBR",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WBA",
  "WBS",
  "WFC",
  "WLY",
  "WTM",
  "WMB",
  "WWD",
  null,
  "YUM",
  "XYL",
  "SOLV",
  null,
  null,
  null,
  "SCHD",
  "BIIB",
  "DVY",
  "CHKP",
  "SCHG",
  "MSCI",
  "NSC",
  null,
  "JCI",
  "NXPI",
  "LH",
  "MKL",
  null,
  "SO",
  "SXT",
  "SON",
  "OTIS",
  "SLG",
  "PSX",
  "CRM",
  "RNR",
  "SYY",
  "DIA",
  null,
  "SPOT",
  null,
  "HALO",
  null,
  "GEV",
  "ZBH",
  "MCK",
  "GWW",
  "PSA",
  null,
  "STE",
  "KMB",
  "AN",
  "ADP",
  "AZO",
  "BALL",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BDX",
  "BBY",
  "TECH",
  "BA",
  "BWA",
  "BMY",
  "BIP",
  "BLDR",
  "BAM.TO",
  "CARR",
  "CSL",
  "CE",
  "CBRE",
  "CDW",
  "CSR",
  "CHGG",
  "CVX",
  "GTLS",
  "CB",
  "CHD",
  "CTAS",
  "CSCO",
  "NET",
  "C",
  "CME",
  "KO",
  "COIN",
  "FIX",
  "CMCSA",
  "COLB",
  "CTSH",
  "CL",
  "COP",
  "STZ",
  "CEG",
  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CROX",
  "CSX",
  "DHR",
  "DELL",
  "DE",
  "DFAX",
  "DFAC",
  "DLR",
  "DPZ",
  "RSP",
  "EFA",
  "J",
  "ADI",
  "MCO",
  "VMC",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "APO",
  "MO",
  "MLM",
  "XLK",
  "URI",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 411
Total Value: 2375321656
Accession Number: 0001172661-25-002000
Form Type: 13F-HR
CIK: evercore-wealth-management
Manager Name: Evercore-Wealth-Management

Data Enrichment

89% identified

365 identified46 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

411 positions • $2.4B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 12 of 21

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464287481

IWP|464287481

Shares:3.5K

Value:$411.1K

% of Portfolio:0.0% ($411.1K/$2.4B)

WEBSTER FINANCIAL CORP

WBS|947890109

Shares:7.9K

Value:$409.5K

% of Portfolio:0.0% ($409.5K/$2.4B)

STATE STREET CORP

STT|857477103

Shares:4.5K

Value:$404.7K

% of Portfolio:0.0% ($404.7K/$2.4B)

464287648

IWO|464287648

Shares:1.6K

Value:$398.6K

% of Portfolio:0.0% ($398.6K/$2.4B)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:790

Value:$393.1K

% of Portfolio:0.0% ($393.1K/$2.4B)

Trane Technologies plc

TT|G8994E103

Shares:1.2K

Value:$392.8K

% of Portfolio:0.0% ($392.8K/$2.4B)

TE Connectivity plc

TEL|G87052109

Shares:2.8K

Value:$392.2K

% of Portfolio:0.0% ($392.2K/$2.4B)

CUMMINS INC

CMI|231021106

Shares:1.2K

Value:$386.8K

% of Portfolio:0.0% ($386.8K/$2.4B)

WHITE MOUNTAINS INSURANCE GROUP LTD

WTM|G9618E107

Shares:200

Value:$385.2K

% of Portfolio:0.0% ($385.2K/$2.4B)

AUTONATION, INC.

AN|05329W102

Shares:2.4K

Value:$383.4K

% of Portfolio:0.0% ($383.4K/$2.4B)

GOLAR LNG LTD

GLNG|G9456A100

Shares:10.0K

Value:$379.9K

% of Portfolio:0.0% ($379.9K/$2.4B)

DuPont de Nemours, Inc.

DD|26614N102

Shares:5.1K

Value:$379.5K

% of Portfolio:0.0% ($379.5K/$2.4B)

ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

Shares:3.3K

Value:$376.2K

% of Portfolio:0.0% ($376.2K/$2.4B)

MARKEL GROUP INC.

MKL|570535104

Shares:201

Value:$375.8K

% of Portfolio:0.0% ($375.8K/$2.4B)

LAM RESEARCH CORP

LRCX|512807306

Shares:5.2K

Value:$374.7K

% of Portfolio:0.0% ($374.7K/$2.4B)

MCCORMICK & CO INC

MKC|579780206

Shares:4.5K

Value:$374.5K

% of Portfolio:0.0% ($374.5K/$2.4B)

SS&C Technologies Holdings Inc

SSNC|78467J100

Shares:4.5K

Value:$372.5K

% of Portfolio:0.0% ($372.5K/$2.4B)

Expedia Group, Inc.

EXPE|30212P303

Shares:2.2K

Value:$371.0K

% of Portfolio:0.0% ($371.0K/$2.4B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:390

Value:$368.9K

% of Portfolio:0.0% ($368.9K/$2.4B)

DIGITAL REALTY TRUST, INC.

DLR|253868103

Shares:2.6K

Value:$367.8K

% of Portfolio:0.0% ($367.8K/$2.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWPcusip464287481)	3.5K	QoQ 0.00% (-0) YoY -5.73% (-213)	All Managers (Combined)	$411.1K	0.0% ($411.1K/$2.4B)	QoQ -7.30% (-$32.4K) YoY -2.97% (-$12.6K)
WEBSTER FINANCIAL CORP(WBScusip947890109)	7.9K	QoQ +397100.00% (+7.9K) YoY 0.00% (+0)	All Managers (Combined)	$409.5K	0.0% ($409.5K/$2.4B)	QoQ +372184.54% (+$409.4K) YoY +1.53% (+$6.2K)
STATE STREET CORP(STTcusip857477103)	4.5K	QoQ -5.24% (-250) YoY -51.88% (-4.9K)	All Managers (Combined)	$404.7K	0.0% ($404.7K/$2.4B)	QoQ -13.56% (-$63.5K) YoY -44.29% (-$321.7K)
(IWOcusip464287648)	1.6K	QoQ -19.25% (-372) YoY -19.58% (-380)	All Managers (Combined)	$398.6K	0.0% ($398.6K/$2.4B)	QoQ -28.31% (-$157.4K) YoY -24.12% (-$126.7K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	790	QoQ 0.00% (-0) YoY -97.90% (-36.9K)	All Managers (Combined)	$393.1K	0.0% ($393.1K/$2.4B)	QoQ -4.35% (-$17.9K) YoY -98.20% (-$21.5M)
Trane Technologies plc(TTcusipG8994E103)	1.2K	QoQ +677.33% (+1.0K) YoY +677.33% (+1.0K)	All Managers (Combined)	$392.8K	0.0% ($392.8K/$2.4B)	QoQ +609.08% (+$337.4K) YoY +772.41% (+$347.8K)
TE Connectivity plc(TELcusipG87052109)	2.8K	QoQ -0.03% (-1) YoY NEW(+2.8K)	All Managers (Combined)	$392.2K	0.0% ($392.2K/$2.4B)	QoQ -1.18% (-$4.7K) YoY NEW(+$392.2K)
CUMMINS INC(CMIcusip231021106)	1.2K	QoQ 0.00% (-0) YoY -10.83% (-150)	All Managers (Combined)	$386.8K	0.0% ($386.8K/$2.4B)	QoQ -10.08% (-$43.4K) YoY -5.15% (-$21.0K)
WHITE MOUNTAINS INSURANCE GROUP LTD(WTMcusipG9618E107)	200	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$385.2K	0.0% ($385.2K/$2.4B)	QoQ -0.98% (-$3.9K) YoY +7.32% (+$26.3K)
AUTONATION, INC.(ANcusip05329W102)	2.4K	QoQ -9.54% (-250) YoY -9.54% (-250)	All Managers (Combined)	$383.4K	0.0% ($383.4K/$2.4B)	QoQ -13.76% (-$61.2K) YoY -11.54% (-$50.1K)
GOLAR LNG LTD(GLNGcusipG9456A100)	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$379.9K	0.0% ($379.9K/$2.4B)	QoQ NEW(+$379.9K) YoY NEW(+$379.9K)
DuPont de Nemours, Inc.(DDcusip26614N102)	5.1K	QoQ +13.61% (+609) YoY 0.00% (-0)	All Managers (Combined)	$379.5K	0.0% ($379.5K/$2.4B)	QoQ +11.27% (+$38.5K) YoY -2.59% (-$10.1K)
ZIMMER BIOMET HOLDINGS, INC.(ZBHcusip98956P102)	3.3K	QoQ +18366.66% (+3.3K) YoY -0.65% (-22)	All Managers (Combined)	$376.2K	0.0% ($376.2K/$2.4B)	QoQ +19690.11% (+$374.3K) YoY -14.80% (-$65.4K)
MARKEL GROUP INC.(MKLcusip570535104)	201	QoQ +9950.00% (+199) YoY +9950.00% (+199)	All Managers (Combined)	$375.8K	0.0% ($375.8K/$2.4B)	QoQ +10786.21% (+$372.3K) YoY +12249.39% (+$372.7K)
LAM RESEARCH CORP(LRCXcusip512807306)	5.2K	QoQ +17080.00% (+5.1K) YoY NEW(+5.2K)	All Managers (Combined)	$374.7K	0.0% ($374.7K/$2.4B)	QoQ +17191.00% (+$372.5K) YoY NEW(+$374.7K)
MCCORMICK & CO INC(MKCcusip579780206)	4.5K	QoQ 0.00% (+0) YoY -9.86% (-498)	All Managers (Combined)	$374.5K	0.0% ($374.5K/$2.4B)	QoQ +7.96% (+$27.6K) YoY -3.41% (-$13.2K)
SS&C Technologies Holdings Inc(SSNCcusip78467J100)	4.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$372.5K	0.0% ($372.5K/$2.4B)	QoQ +10.22% (+$34.6K) YoY +29.76% (+$85.5K)
Expedia Group, Inc.(EXPEcusip30212P303)	2.2K	QoQ 0.00% (-0) YoY -1.86% (-42)	All Managers (Combined)	$371.0K	0.0% ($371.0K/$2.4B)	QoQ -9.78% (-$40.2K) YoY +19.75% (-$61.2K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	390	QoQ 0.00% (+0) YoY -92.30% (-4.7K)	All Managers (Combined)	$368.9K	0.0% ($368.9K/$2.4B)	QoQ +3.22% (+$11.5K) YoY -90.07% (-$3.3M)
DIGITAL REALTY TRUST, INC.(DLRcusip253868103)	2.6K	QoQ +833.45% (+2.3K) YoY +1326.11% (+2.4K)	All Managers (Combined)	$367.8K	0.0% ($367.8K/$2.4B)	QoQ +654.26% (+$319.1K) YoY +1318.69% (+$341.9K)