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,
  "MKC",
  "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",
  "ACU",
  "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

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922908611

VBR|922908611

Shares:1.7K

Value:$318.9K

% of Portfolio:0.0% ($318.9K/$2.4B)

464288166

Shares:2.9K

Value:$315.7K

% of Portfolio:0.0% ($315.7K/$2.4B)

032108664

Shares:4.4K

Value:$313.0K

% of Portfolio:0.0% ($313.0K/$2.4B)

92206C706

VGIT|92206C706

Shares:5.2K

Value:$308.7K

% of Portfolio:0.0% ($308.7K/$2.4B)

78464A763

SDY|78464A763

Shares:2.3K

Value:$307.7K

% of Portfolio:0.0% ($307.7K/$2.4B)

QUEST DIAGNOSTICS INC

DGX|74834L100

Shares:1.8K

Value:$305.4K

% of Portfolio:0.0% ($305.4K/$2.4B)

Brookfield Asset Management Ltd.

BAM.TO|113004105

Shares:6.2K

Value:$300.2K

% of Portfolio:0.0% ($300.2K/$2.4B)

46429B267

Shares:13.0K

Value:$299.5K

% of Portfolio:0.0% ($299.5K/$2.4B)

EASTMAN CHEMICAL CO

EMN|277432100

Shares:3.4K

Value:$298.3K

% of Portfolio:0.0% ($298.3K/$2.4B)

SENSIENT TECHNOLOGIES CORP

SXT|81725T100

Shares:4.0K

Value:$297.7K

% of Portfolio:0.0% ($297.7K/$2.4B)

Crocs, Inc.

CROX|227046109

Shares:2.8K

Value:$297.4K

% of Portfolio:0.0% ($297.4K/$2.4B)

389637109

Shares:4.5K

Value:$296.5K

% of Portfolio:0.0% ($296.5K/$2.4B)

Robinhood Markets, Inc.

HOOD|770700102

Shares:7.0K

Value:$291.0K

% of Portfolio:0.0% ($291.0K/$2.4B)

BIOGEN INC.

BIIB|09062X103

Shares:2.1K

Value:$289.0K

% of Portfolio:0.0% ($289.0K/$2.4B)

78463X202

Shares:5.2K

Value:$284.6K

% of Portfolio:0.0% ($284.6K/$2.4B)

TAPESTRY, INC.

TPR|876030107

Shares:4.0K

Value:$281.8K

% of Portfolio:0.0% ($281.8K/$2.4B)

AES CORP

AES|00130H105

Shares:22.7K

Value:$281.4K

% of Portfolio:0.0% ($281.4K/$2.4B)

SYNOPSYS INC

SNPS|871607107

Shares:655

Value:$280.9K

% of Portfolio:0.0% ($280.9K/$2.4B)

922908652

VXF|922908652

Shares:1.6K

Value:$279.8K

% of Portfolio:0.0% ($279.8K/$2.4B)

GENERAC HOLDINGS INC.

GNRC|368736104

Shares:2.2K

Value:$278.6K

% of Portfolio:0.0% ($278.6K/$2.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VBRcusip922908611)	1.7K	QoQ 0.00% (-0) YoY -12.02% (-234)	All Managers (Combined)	$318.9K	0.0% ($318.9K/$2.4B)	QoQ -5.99% (-$20.4K) YoY -14.58% (-$54.5K)
(cusip464288166)✕	2.9K	QoQ 0.00% (+0) YoY -3.35% (-100)	All Managers (Combined)	$315.7K	0.0% ($315.7K/$2.4B)	QoQ +1.37% (+$4.3K) YoY -2.10% (-$6.8K)
(cusip032108664)✕	4.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$313.0K	0.0% ($313.0K/$2.4B)	QoQ -3.61% (-$11.7K) YoY +11.99% (+$33.5K)
(VGITcusip92206C706)	5.2K	QoQ 0.00% (+0) YoY NEW(+5.2K)	All Managers (Combined)	$308.7K	0.0% ($308.7K/$2.4B)	QoQ +2.41% (+$7.3K) YoY NEW(+$308.7K)
(SDYcusip78464A763)	2.3K	QoQ -5.81% (-140) YoY 0.00% (+0)	All Managers (Combined)	$307.7K	0.0% ($307.7K/$2.4B)	QoQ -3.26% (-$10.4K) YoY +3.38% (+$10.1K)
QUEST DIAGNOSTICS INC(DGXcusip74834L100)	1.8K	QoQ 0.00% (+0) YoY -3.98% (-75)	All Managers (Combined)	$305.4K	0.0% ($305.4K/$2.4B)	QoQ +12.15% (+$33.1K) YoY +22.04% (-$55.2K)
Brookfield Asset Management Ltd.(BAM.TOcusip113004105)	6.2K	QoQ 0.00% (-0) YoY -10.48% (-726)	All Managers (Combined)	$300.2K	0.0% ($300.2K/$2.4B)	QoQ -10.59% (-$35.6K) YoY +3.20% (-$9.3K)
(cusip46429B267)✕	13.0K	QoQ 0.00% (+0) YoY NEW(+13.0K)	All Managers (Combined)	$299.5K	0.0% ($299.5K/$2.4B)	QoQ +0.02% (+$66) YoY NEW(+$299.5K)
EASTMAN CHEMICAL CO(EMNcusip277432100)	3.4K	QoQ -1.28% (-44) YoY -6.46% (-234)	All Managers (Combined)	$298.3K	0.0% ($298.3K/$2.4B)	QoQ -4.75% (-$14.9K) YoY -17.76% (-$64.4K)
SENSIENT TECHNOLOGIES CORP(SXTcusip81725T100)	4.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$297.7K	0.0% ($297.7K/$2.4B)	QoQ +4.44% (+$12.7K) YoY +7.57% (+$21.0K)
Crocs, Inc.(CROXcusip227046109)	2.8K	QoQ +1.81% (-50) YoY -96.31% (-73.2K)	All Managers (Combined)	$297.4K	0.0% ($297.4K/$2.4B)	QoQ -1.27% (-$3.8K) YoY -97.27% (-$10.6M)
(cusip389637109)✕	4.5K	QoQ +167.64% (+2.9K) YoY 0.00% (+0)	All Managers (Combined)	$296.5K	0.0% ($296.5K/$2.4B)	QoQ +135.64% (+$170.7K) YoY +3.16% (+$9.1K)
Robinhood Markets, Inc.(HOODcusip770700102)	7.0K	QoQ +4.48% (+300) YoY NEW(+7.0K)	All Managers (Combined)	$291.0K	0.0% ($291.0K/$2.4B)	QoQ +16.70% (+$41.7K) YoY NEW(+$291.0K)
BIOGEN INC.(BIIBcusip09062X103)	2.1K	QoQ +6940.00% (+2.1K) YoY 0.00% (-0)	All Managers (Combined)	$289.0K	0.0% ($289.0K/$2.4B)	QoQ +6199.17% (+$284.4K) YoY -36.53% (-$166.4K)
(cusip78463X202)✕	5.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$284.6K	0.0% ($284.6K/$2.4B)	QoQ +13.00% (+$32.7K) YoY +3.53% (+$9.7K)
TAPESTRY, INC.(TPRcusip876030107)	4.0K	QoQ +6460.65% (+3.9K) YoY NEW(+4.0K)	All Managers (Combined)	$281.8K	0.0% ($281.8K/$2.4B)	QoQ +6971.04% (+$277.8K) YoY NEW(+$281.8K)
AES CORP(AEScusip00130H105)	22.7K	QoQ +1205.99% (+20.9K) YoY +1390.72% (+21.1K)	All Managers (Combined)	$281.4K	0.0% ($281.4K/$2.4B)	QoQ +1160.35% (+$259.1K) YoY +932.60% (+$254.2K)
SYNOPSYS INC(SNPScusip871607107)	655	QoQ +16275.00% (+651) YoY +42.70% (+196)	All Managers (Combined)	$280.9K	0.0% ($280.9K/$2.4B)	QoQ +14371.76% (+$279.0K) YoY +7.08% (+$18.6K)
(VXFcusip922908652)	1.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$279.8K	0.0% ($279.8K/$2.4B)	QoQ -9.32% (-$28.8K) YoY -1.71% (-$4.9K)
GENERAC HOLDINGS INC.(GNRCcusip368736104)	2.2K	QoQ 0.00% (-0) YoY -94.28% (-36.3K)	All Managers (Combined)	$278.6K	0.0% ($278.6K/$2.4B)	QoQ -18.31% (-$62.5K) YoY -94.26% (-$4.6M)