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

Page 16 of 21

Sort by:

922020805

Shares:4.8K

Value:$241.0K

% of Portfolio:0.0% ($241.0K/$2.4B)

46435G326

Shares:3.5K

Value:$240.5K

% of Portfolio:0.0% ($240.5K/$2.4B)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:5.8K

Value:$240.4K

% of Portfolio:0.0% ($240.4K/$2.4B)

Vulcan Materials CO

VMC|929160109

Shares:1.0K

Value:$239.8K

% of Portfolio:0.0% ($239.8K/$2.4B)

CARLISLE COMPANIES INC

CSL|142339100

Shares:700

Value:$238.3K

% of Portfolio:0.0% ($238.3K/$2.4B)

HENRY SCHEIN INC

HSIC|806407102

Shares:3.4K

Value:$236.2K

% of Portfolio:0.0% ($236.2K/$2.4B)

92206C680

VONG|92206C680

Shares:2.5K

Value:$233.5K

% of Portfolio:0.0% ($233.5K/$2.4B)

KROGER CO

KR|501044101

Shares:3.4K

Value:$232.3K

% of Portfolio:0.0% ($232.3K/$2.4B)

Uber Technologies, Inc

UBER|90353T100

Shares:3.2K

Value:$230.3K

% of Portfolio:0.0% ($230.3K/$2.4B)

SL GREEN REALTY CORP

SLG|78440X887

Shares:4.0K

Value:$229.2K

% of Portfolio:0.0% ($229.2K/$2.4B)

JOHN WILEY & SONS, INC.

WLY|968223206

Shares:5.1K

Value:$225.5K

% of Portfolio:0.0% ($225.5K/$2.4B)

INTERNATIONAL FLAVORS & FRAGRANCES INC

IFF|459506101

Shares:2.9K

Value:$224.3K

% of Portfolio:0.0% ($224.3K/$2.4B)

808524755

FNDF|808524755

Shares:6.2K

Value:$223.6K

% of Portfolio:0.0% ($223.6K/$2.4B)

BAXTER INTERNATIONAL INC

BAX|071813109

Shares:6.4K

Value:$217.8K

% of Portfolio:0.0% ($217.8K/$2.4B)

COLUMBIA BANKING SYSTEM, INC.

COLB|197236102

Shares:8.6K

Value:$215.7K

% of Portfolio:0.0% ($215.7K/$2.4B)

CINTAS CORP

CTAS|172908105

Shares:1.0K

Value:$215.4K

% of Portfolio:0.0% ($215.4K/$2.4B)

NVR INC

NVR|62944T105

Shares:29

Value:$210.1K

% of Portfolio:0.0% ($210.1K/$2.4B)

92189F106

GDX|92189F106

Shares:4.6K

Value:$209.8K

% of Portfolio:0.0% ($209.8K/$2.4B)

92204A504

VHT|92204A504

Shares:788

Value:$208.6K

% of Portfolio:0.0% ($208.6K/$2.4B)

BECTON DICKINSON & CO

BDX|075887109

Shares:909

Value:$208.2K

% of Portfolio:0.0% ($208.2K/$2.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip922020805)✕	4.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$241.0K	0.0% ($241.0K/$2.4B)	QoQ +3.05% (+$7.1K) YoY +4.19% (+$9.7K)
(cusip46435G326)✕	3.5K	QoQ 0.00% (+0) YoY NEW(+3.5K)	All Managers (Combined)	$240.5K	0.0% ($240.5K/$2.4B)	QoQ +6.85% (+$15.4K) YoY NEW(+$240.5K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	5.8K	QoQ +838.27% (+5.1K) YoY -92.40% (-70.1K)	All Managers (Combined)	$240.4K	0.0% ($240.4K/$2.4B)	QoQ +790.89% (+$213.4K) YoY -91.64% (-$2.6M)
Vulcan Materials CO(VMCcusip929160109)	1.0K	QoQ -0.96% (-10) YoY -0.96% (-10)	All Managers (Combined)	$239.8K	0.0% ($239.8K/$2.4B)	QoQ -10.17% (-$27.2K) YoY -15.34% (-$43.5K)
CARLISLE COMPANIES INC(CSLcusip142339100)	700	QoQ +1844.44% (+664) YoY 0.00% (-0)	All Managers (Combined)	$238.3K	0.0% ($238.3K/$2.4B)	QoQ +1695.07% (+$225.1K) YoY -13.10% (-$35.9K)
HENRY SCHEIN INC(HSICcusip806407102)	3.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$236.2K	0.0% ($236.2K/$2.4B)	QoQ -1.02% (-$2.4K) YoY -9.30% (-$24.2K)
(VONGcusip92206C680)	2.5K	QoQ 0.00% (-0) YoY NEW(+2.5K)	All Managers (Combined)	$233.5K	0.0% ($233.5K/$2.4B)	QoQ -10.17% (-$26.4K) YoY NEW(+$233.5K)
KROGER CO(KRcusip501044101)	3.4K	QoQ -4.34% (-156) YoY -4.34% (-156)	All Managers (Combined)	$232.3K	0.0% ($232.3K/$2.4B)	QoQ +5.88% (-$12.9K) YoY +13.33% (-$27.3K)
Uber Technologies, Inc(UBERcusip90353T100)	3.2K	QoQ -24.03% (-1.0K) YoY NEW(+3.2K)	All Managers (Combined)	$230.3K	0.0% ($230.3K/$2.4B)	QoQ -8.24% (-$20.7K) YoY NEW(+$230.3K)
SL GREEN REALTY CORP(SLGcusip78440X887)	4.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$229.2K	0.0% ($229.2K/$2.4B)	QoQ -15.04% (-$40.6K) YoY +4.66% (+$10.2K)
JOHN WILEY & SONS, INC.(WLYcusip968223206)	5.1K	QoQ 0.00% (+0) YoY NEW(+5.1K)	All Managers (Combined)	$225.5K	0.0% ($225.5K/$2.4B)	QoQ +1.94% (+$4.3K) YoY NEW(+$225.5K)
INTERNATIONAL FLAVORS & FRAGRANCES INC(IFFcusip459506101)	2.9K	QoQ -17.42% (-610) YoY -27.75% (-1.1K)	All Managers (Combined)	$224.3K	0.0% ($224.3K/$2.4B)	QoQ -24.20% (-$71.6K) YoY -34.79% (-$119.7K)
(FNDFcusip808524755)	6.2K	QoQ 0.00% (+0) YoY NEW(+6.2K)	All Managers (Combined)	$223.6K	0.0% ($223.6K/$2.4B)	QoQ +8.82% (+$18.1K) YoY NEW(+$223.6K)
BAXTER INTERNATIONAL INC(BAXcusip071813109)	6.4K	QoQ +1722.92% (+6.0K) YoY +3081.00% (+6.2K)	All Managers (Combined)	$217.8K	0.0% ($217.8K/$2.4B)	QoQ +2039.83% (+$207.6K) YoY +2447.62% (+$209.2K)
COLUMBIA BANKING SYSTEM, INC.(COLBcusip197236102)	8.6K	QoQ 0.00% (-0) YoY NEW(+8.6K)	All Managers (Combined)	$215.7K	0.0% ($215.7K/$2.4B)	QoQ -7.66% (-$17.9K) YoY NEW(+$215.7K)
CINTAS CORP(CTAScusip172908105)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$215.4K	0.0% ($215.4K/$2.4B)	QoQ NEW(+$215.4K) YoY NEW(+$215.4K)
NVR INC(NVRcusip62944T105)	29	QoQ 0.00% (-0) YoY +16.00% (+4)	All Managers (Combined)	$210.1K	0.0% ($210.1K/$2.4B)	QoQ -11.42% (-$27.1K) YoY +3.74% (+$7.6K)
(GDXcusip92189F106)	4.6K	QoQ -58.47% (-6.4K) YoY NEW(+4.6K)	All Managers (Combined)	$209.8K	0.0% ($209.8K/$2.4B)	QoQ -43.70% (-$162.8K) YoY NEW(+$209.8K)
(VHTcusip92204A504)	788	QoQ NEW(+788) YoY -11.26% (-100)	All Managers (Combined)	$208.6K	0.0% ($208.6K/$2.4B)	QoQ NEW(+$208.6K) YoY -13.16% (-$31.6K)
BECTON DICKINSON & CO(BDXcusip075887109)	909	QoQ 0.00% (+0) YoY -71.00% (-2.2K)	All Managers (Combined)	$208.2K	0.0% ($208.2K/$2.4B)	QoQ +0.96% (+$2.0K) YoY -73.15% (-$567.5K)