Evercore Wealth Management, LLC

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: 0001482689
Manager Name: Evercore Wealth Management, LLC

Data Enrichment

89% identified

365 identified46 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

411 positions • $2,375,321.656K total value

411 positions

Manager:

SEC FilingSEC DataHachi Filing

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Archer Aviation Inc.

ACHR|03945R102

38750(+4.0%)

Value:

$275.5M(-24.1%)

HAWAIIAN ELECTRIC INDUSTRIES INC

HE|419870100

25000(+0.0%)

Value:

$273.8M(+12.5%)

ANSYS INC

ANSS|03662Q105

860(+0.0%)

Value:

$272.2M(-6.2%)

ONEOK INC /NEW/

OKE|682680103

2739(+0.0%)

Value:

$271.8M(-1.2%)

46434V613

5811(+0.0%)

Value:

$267.8M(+1.9%)

Spotify Technology S.A.

SPOT|L8681T102

486(-41.1%)

Value:

$267.3M(-27.6%)

78468R788

5969(+0.0%)

Value:

$264.2M(+2.4%)

BIO-TECHNE Corp

TECH|09073M104

4485(+5801.3%)

Value:

$263.0M(+4703.7%)

Elevance Health, Inc.

ELV|036752103

596(-3.1%)

Value:

$259.2M(+14.3%)

G6363K106

23480(+0.0%)

Value:

$257.1M(+1.4%)

BOSTON SCIENTIFIC CORP

BSX|101137107

2534(-68.3%)

Value:

$255.6M(-64.2%)

HARTFORD INSURANCE GROUP, INC.

HIG|416515104

2063(+1275.3%)

Value:

$255.3M(+1455.5%)

HALOZYME THERAPEUTICS, INC.

HALO|40637H109

4000

Value:

$255.2M

Johnson Controls International plc

JCI|G51502105

3159(+2078.6%)

Value:

$253.1M(+2111.2%)

464287564

ICF|464287564

4101(+0.0%)

Value:

$252.3M(+2.1%)

ENTERGY CORP /DE/

ETR|29364G103

2924(-0.1%)

Value:

$250.0M(+12.7%)

46641Q225

BBCA|46641Q225

3487(+0.0%)

Value:

$249.5M(+1.4%)

81369Y852

2555(+0.0%)

Value:

$246.4M(-0.4%)

Joby Aviation, Inc.

JOBY|G65163100

40486(+80.0%)

Value:

$243.7M(+33.3%)

GRACO INC

GGG|384109104

2888(+0.0%)

Value:

$241.2M(-0.9%)

Instrument	Shares		Other Manager	Value
Archer Aviation Inc.(ACHRcusip03945R102)	38.8K	QoQ +4.02% (-1.5K) YoY +4.02% (+1.5K)	All Managers (Combined)	$275.5K	QoQ -24.14% (-$87.7K) YoY +60.09% (+$103.4K)
Hawaiian Electric Industries Inc(HEcusip419870100)	25.0K	QoQ 0.00% (+0) YoY NEW(+25.0K)	All Managers (Combined)	$273.8K	QoQ +12.53% (+$30.5K) YoY NEW(+$273.8K)
Ansys Inc(ANSScusip03662Q105)	860	QoQ 0.00% (-0) YoY -96.32% (-22.6K)	All Managers (Combined)	$272.2K	QoQ -6.15% (-$17.9K) YoY -96.65% (-$7.9M)
Oneok Inc /New/(OKEcusip682680103)	2.7K	QoQ 0.00% (-0) YoY -0.03% (-1)	All Managers (Combined)	$271.8K	QoQ -1.17% (-$3.2K) YoY +23.71% (-$52.1K)
(cusip46434V613)✕	5.8K	QoQ 0.00% (+0) YoY NEW(+5.8K)	All Managers (Combined)	$267.8K	QoQ +1.94% (+$5.1K) YoY NEW(+$267.8K)
Spotify Technology S.A.(SPOTcusipL8681T102)	486	QoQ -41.09% (-339) YoY -41.09% (-339)	All Managers (Combined)	$267.3K	QoQ -27.57% (-$101.8K) YoY +22.78% (-$49.6K)
(cusip78468R788)✕	6.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$264.2K	QoQ +2.35% (+$6.1K) YoY +8.72% (+$21.2K)
Bio-Techne Corp(TECHcusip09073M104)	4.5K	QoQ +5801.31% (+4.4K) YoY -21.89% (-1.3K)	All Managers (Combined)	$263.0K	QoQ +4703.72% (+$257.5K) YoY -34.94% (-$141.2K)
Elevance Health, Inc.(ELVcusip036752103)	596	QoQ -3.08% (-19) YoY -19.35% (-143)	All Managers (Combined)	$259.2K	QoQ +14.26% (-$32.4K) YoY -32.34% (-$124.0K)
(cusipG6363K106)✕	23.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$257.1K	QoQ +1.38% (+$3.5K) YoY +5.28% (+$12.9K)
Boston Scientific Corp(BSXcusip101137107)	2.5K	QoQ -68.32% (-5.5K) YoY -68.32% (-5.5K)	All Managers (Combined)	$255.6K	QoQ -64.22% (-$458.9K) YoY -53.34% (-$292.3K)
Hartford Insurance Group, Inc.(HIGcusip416515104)	2.1K	QoQ +1275.33% (+1.9K) YoY 0.00% (+0)	All Managers (Combined)	$255.3K	QoQ +1455.48% (+$238.8K) YoY +20.06% (+$42.7K)
Halozyme Therapeutics, Inc.(HALOcusip40637H109)	4.0K	QoQ NEW(+4.0K) YoY NEW(+4.0K)	All Managers (Combined)	$255.2K	QoQ NEW(+$255.2K) YoY NEW(+$255.2K)
Johnson Controls International Plc(JCIcusipG51502105)	3.2K	QoQ +2078.62% (+3.0K) YoY -5.89% (-198)	All Managers (Combined)	$253.1K	QoQ +2111.15% (+$241.6K) YoY +15.40% (-$33.8K)
(ICFcusip464287564)	4.1K	QoQ 0.00% (+0) YoY -19.60% (-1.0K)	All Managers (Combined)	$252.3K	QoQ +2.10% (+$5.2K) YoY -14.26% (-$42.0K)
Entergy Corp /De/(ETRcusip29364G103)	2.9K	QoQ -0.06% (-2) YoY NEW(+2.9K)	All Managers (Combined)	$250.0K	QoQ +12.67% (-$28.1K) YoY NEW(+$250.0K)
(BBCAcusip46641Q225)	3.5K	QoQ 0.00% (+0) YoY NEW(+3.5K)	All Managers (Combined)	$249.5K	QoQ +1.37% (+$3.4K) YoY NEW(+$249.5K)
(cusip81369Y852)✕	2.6K	QoQ 0.00% (-0) YoY -90.57% (-24.5K)	All Managers (Combined)	$246.4K	QoQ -0.37% (-$920) YoY -88.86% (-$2.0M)
Joby Aviation, Inc.(JOBYcusipG65163100)	40.5K	QoQ +80.00% (+18.0K) YoY +80.00% (+18.0K)	All Managers (Combined)	$243.7K	QoQ +33.28% (+$60.9K) YoY +102.16% (+$123.2K)
Graco Inc(GGGcusip384109104)	2.9K	QoQ 0.00% (-0) YoY -6.83% (-212)	All Managers (Combined)	$241.2K	QoQ -0.92% (-$2.3K) YoY -16.75% (-$48.5K)