Evercore-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "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

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LOWES COMPANIES INC

LOW|548661107

Shares:1.6K

Value:$362.0K

% of Portfolio:0.0% ($362.0K/$2.4B)

AMEREN CORP

AEE|023608102

Shares:3.6K

Value:$361.4K

% of Portfolio:0.0% ($361.4K/$2.4B)

922042874

VGK|922042874

Shares:5.1K

Value:$357.8K

% of Portfolio:0.0% ($357.8K/$2.4B)

BEST BUY CO INC

BBY|086516101

Shares:4.9K

Value:$357.4K

% of Portfolio:0.0% ($357.4K/$2.4B)

Perimeter Solutions, Inc.

PRM|71385M107

Shares:35.0K

Value:$352.4K

% of Portfolio:0.0% ($352.4K/$2.4B)

ROCKWELL AUTOMATION, INC

ROK|773903109

Shares:1.4K

Value:$352.2K

% of Portfolio:0.0% ($352.2K/$2.4B)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:1.7K

Value:$351.6K

% of Portfolio:0.0% ($351.6K/$2.4B)

G33033104

Shares:30.5K

Value:$340.6K

% of Portfolio:0.0% ($340.6K/$2.4B)

BALL Corp

BALL|058498106

Shares:6.5K

Value:$337.6K

% of Portfolio:0.0% ($337.6K/$2.4B)

RAYMOND JAMES FINANCIAL INC

RJF|754730109

Shares:2.4K

Value:$337.3K

% of Portfolio:0.0% ($337.3K/$2.4B)

UNITED RENTALS, INC.

URI|911363109

Shares:538

Value:$337.2K

% of Portfolio:0.0% ($337.2K/$2.4B)

25434V708

DFAC|25434V708

Shares:10.2K

Value:$335.9K

% of Portfolio:0.0% ($335.9K/$2.4B)

ARCH CAPITAL GROUP LTD.

ACGL|G0450A105

Shares:3.5K

Value:$331.8K

% of Portfolio:0.0% ($331.8K/$2.4B)

COLGATE PALMOLIVE CO

CL|194162103

Shares:3.5K

Value:$328.3K

% of Portfolio:0.0% ($328.3K/$2.4B)

Zoetis Inc.

ZTS|98978V103

Shares:2.0K

Value:$326.0K

% of Portfolio:0.0% ($326.0K/$2.4B)

MICRON TECHNOLOGY INC

MU|595112103

Shares:3.8K

Value:$325.9K

% of Portfolio:0.0% ($325.9K/$2.4B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:620

Value:$324.7K

% of Portfolio:0.0% ($324.7K/$2.4B)

ALTRIA GROUP, INC.

MO|02209S103

Shares:5.4K

Value:$322.1K

% of Portfolio:0.0% ($322.1K/$2.4B)

Bank of New York Mellon Corp

BK|064058100

Shares:3.8K

Value:$319.8K

% of Portfolio:0.0% ($319.8K/$2.4B)

Evercore Inc.

EVR|29977A105

Shares:1.6K

Value:$319.6K

% of Portfolio:0.0% ($319.6K/$2.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
LOWES COMPANIES INC(LOWcusip548661107)	1.6K	QoQ -1.70% (-27) YoY -95.43% (-32.5K)	All Managers (Combined)	$362.0K	0.0% ($362.0K/$2.4B)	QoQ -7.11% (-$27.7K) YoY -95.82% (-$8.3M)
AMEREN CORP(AEEcusip023608102)	3.6K	QoQ -1.45% (-53) YoY -1.47% (-54)	All Managers (Combined)	$361.4K	0.0% ($361.4K/$2.4B)	QoQ +10.99% (-$35.8K) YoY +33.74% (-$91.2K)
(VGKcusip922042874)	5.1K	QoQ +168.35% (+3.2K) YoY -45.12% (-4.2K)	All Managers (Combined)	$357.8K	0.0% ($357.8K/$2.4B)	QoQ +196.84% (+$237.3K) YoY -42.78% (-$267.5K)
BEST BUY CO INC(BBYcusip086516101)	4.9K	QoQ +991.01% (+4.4K) YoY -19.61% (-1.2K)	All Managers (Combined)	$357.4K	0.0% ($357.4K/$2.4B)	QoQ +836.00% (+$319.2K) YoY -27.86% (-$138.1K)
Perimeter Solutions, Inc.(PRMcusip71385M107)	35.0K	QoQ 0.00% (-0) YoY NEW(+35.0K)	All Managers (Combined)	$352.4K	0.0% ($352.4K/$2.4B)	QoQ -21.20% (-$94.8K) YoY NEW(+$352.4K)
ROCKWELL AUTOMATION, INC(ROKcusip773903109)	1.4K	QoQ -1.01% (-14) YoY +2800.00% (+1.3K)	All Managers (Combined)	$352.2K	0.0% ($352.2K/$2.4B)	QoQ -10.51% (-$41.4K) YoY +2471.91% (+$338.5K)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	1.7K	QoQ -1.75% (-30) YoY -14.28% (-280)	All Managers (Combined)	$351.6K	0.0% ($351.6K/$2.4B)	QoQ -2.20% (-$7.9K) YoY -15.81% (-$66.0K)
(cusipG33033104)✕	30.5K	QoQ NEW(+30.5K) YoY NEW(+30.5K)	All Managers (Combined)	$340.6K	0.0% ($340.6K/$2.4B)	QoQ NEW(+$340.6K) YoY NEW(+$340.6K)
BALL Corp(BALLcusip058498106)	6.5K	QoQ +826.14% (+5.8K) YoY +826.14% (+5.8K)	All Managers (Combined)	$337.6K	0.0% ($337.6K/$2.4B)	QoQ +774.73% (+$299.0K) YoY +615.91% (+$290.4K)
RAYMOND JAMES FINANCIAL INC(RJFcusip754730109)	2.4K	QoQ -7.61% (-200) YoY -10.99% (-300)	All Managers (Combined)	$337.3K	0.0% ($337.3K/$2.4B)	QoQ -17.37% (-$70.9K) YoY -3.72% (-$13.1K)
UNITED RENTALS, INC.(URIcusip911363109)	538	QoQ +26800.00% (+536) YoY -6.27% (-36)	All Managers (Combined)	$337.2K	0.0% ($337.2K/$2.4B)	QoQ +23829.38% (+$335.8K) YoY -18.54% (-$76.8K)
(DFACcusip25434V708)	10.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$335.9K	0.0% ($335.9K/$2.4B)	QoQ -4.62% (-$16.3K) YoY +3.25% (+$10.6K)
ARCH CAPITAL GROUP LTD.(ACGLcusipG0450A105)	3.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$331.8K	0.0% ($331.8K/$2.4B)	QoQ +4.14% (+$13.2K) YoY +4.04% (+$12.9K)
COLGATE PALMOLIVE CO(CLcusip194162103)	3.5K	QoQ -2.77% (-100) YoY -45.28% (-2.9K)	All Managers (Combined)	$328.3K	0.0% ($328.3K/$2.4B)	QoQ +0.20% (-$685) YoY -43.06% (-$248.4K)
Zoetis Inc.(ZTScusip98978V103)	2.0K	QoQ +15.72% (+269) YoY +49.77% (+658)	All Managers (Combined)	$326.0K	0.0% ($326.0K/$2.4B)	QoQ +16.94% (+$47.2K) YoY +45.73% (+$102.3K)
MICRON TECHNOLOGY INC(MUcusip595112103)	3.8K	QoQ +2.71% (+99) YoY +2.73% (-100)	All Managers (Combined)	$325.9K	0.0% ($325.9K/$2.4B)	QoQ +6.04% (+$18.6K) YoY -24.27% (-$104.5K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	620	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$324.7K	0.0% ($324.7K/$2.4B)	QoQ +3.53% (+$11.1K) YoY +5.87% (+$18.0K)
ALTRIA GROUP, INC.(MOcusip02209S103)	5.4K	QoQ -28.45% (-2.1K) YoY -28.45% (-2.1K)	All Managers (Combined)	$322.1K	0.0% ($322.1K/$2.4B)	QoQ -17.87% (-$70.1K) YoY -1.55% (-$5.1K)
Bank of New York Mellon Corp(BKcusip064058100)	3.8K	QoQ +3713.00% (+3.7K) YoY 0.00% (+0)	All Managers (Combined)	$319.8K	0.0% ($319.8K/$2.4B)	QoQ +4062.38% (+$312.1K) YoY +45.55% (+$100.1K)
Evercore Inc.(EVRcusip29977A105)	1.6K	QoQ +1233.33% (+1.5K) YoY +858.08% (+1.4K)	All Managers (Combined)	$319.6K	0.0% ($319.6K/$2.4B)	QoQ +860.68% (+$286.3K) YoY +893.53% (+$287.4K)