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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922020805

4830(+0.0%)

Value:

$241.0M(+3.0%)

46435G326

3491(+0.0%)

Value:

$240.5M(+6.8%)

BANK OF AMERICA CORP /DE/

BAC|060505104

5761(+838.3%)

Value:

$240.4M(+790.9%)

Vulcan Materials CO

VMC|929160109

1028(-1.0%)

Value:

$239.8M(-10.2%)

CARLISLE COMPANIES INC

CSL|142339100

700(+1844.4%)

Value:

$238.3M(+1695.1%)

HENRY SCHEIN INC

HSIC|806407102

3449(+0.0%)

Value:

$236.2M(-1.0%)

92206C680

VONG|92206C680

2516(+0.0%)

Value:

$233.5M(-10.2%)

KROGER CO

KR|501044101

3432(-4.3%)

Value:

$232.3M(+5.9%)

Uber Technologies, Inc

UBER|90353T100

3161(-24.0%)

Value:

$230.3M(-8.2%)

SL GREEN REALTY CORP

SLG|78440X887

3972(+0.0%)

Value:

$229.2M(-15.0%)

JOHN WILEY & SONS, INC.

WLY|968223206

5060(+0.0%)

Value:

$225.5M(+1.9%)

INTERNATIONAL FLAVORS & FRAGRANCES INC

IFF|459506101

2890(-17.4%)

Value:

$224.3M(-24.2%)

808524755

FNDF|808524755

6186(+0.0%)

Value:

$223.6M(+8.8%)

BAXTER INTERNATIONAL INC

BAX|071813109

6362(+1722.9%)

Value:

$217.8M(+2039.8%)

COLUMBIA BANKING SYSTEM, INC.

COLB|197236102

8647(+0.0%)

Value:

$215.7M(-7.7%)

CINTAS CORP

CTAS|172908105

1048

Value:

$215.4M

NVR INC

NVR|62944T105

29(+0.0%)

Value:

$210.1M(-11.4%)

92189F106

GDX|92189F106

4563(-58.5%)

Value:

$209.8M(-43.7%)

92204A504

VHT|92204A504

788

Value:

$208.6M

BECTON DICKINSON & CO

BDX|075887109

909(+0.0%)

Value:

$208.2M(+1.0%)

Instrument	Shares		Other Manager	Value
(cusip922020805)✕	4.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$241.0K	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	QoQ -43.70% (-$162.8K) YoY NEW(+$209.8K)
(VHTcusip92204A504)	788	QoQ NEW(+788) YoY -11.26% (-100)	All Managers (Combined)	$208.6K	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	QoQ +0.96% (+$2.0K) YoY -73.15% (-$567.5K)