Evercore Wealth Management, LLC

Filing Details

13F-HR • 2025-03-31
SEC
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

411 positions
Manager:
SEC
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Page 17 of 21
DOMINION ENERGY, INC
D|25746U109
Shares:
3712(+7324.0%)
Value:
$208.1M(+7628.6%)
464288661
464288661
Shares:
1760(+0.0%)
Value:
$207.9M(+2.2%)
46429B697
USMV|46429B697
Shares:
2210(+0.0%)
Value:
$207.0M(+5.5%)
METLIFE INC
MET|59156R108
Shares:
2570(+0.0%)
Value:
$206.3M(-1.9%)
AGILENT TECHNOLOGIES, INC.
A|00846U101
Shares:
1763(+0.0%)
Value:
$206.2M(-12.9%)
AFLAC INC
AFL|001055102
Shares:
1852(+0.0%)
Value:
$205.9M(+7.5%)
Brookfield Infrastructure Partners L.P.
BIP|G16252101
Shares:
6896(+0.0%)
Value:
$205.4M(-6.3%)
SHOPIFY INC.
SHOP|82509L107
Shares:
2140(+7.0%)
Value:
$204.3M(-3.9%)
LABCORP HOLDINGS INC.
LH|504922105
Shares:
877(+2207.9%)
Value:
$204.1M(+2242.3%)
464287226
464287226
Shares:
2045
Value:
$202.3M
ACME UNITED CORP
ACU|004816104
Shares:
5100
Value:
$202.0M
WEX Inc.
WEX|96208T104
Shares:
1286(-10.2%)
Value:
$201.9M(-19.6%)
46137V688
46137V688
Shares:
2000(+0.0%)
Value:
$201.0M(-4.4%)
KKR & Co. Inc.
KKR|48251W104
Shares:
1733(+0.0%)
Value:
$200.4M(-21.8%)
G4375F108
G4375F108
Shares:
17780(+0.0%)
Value:
$195.4M(+2.0%)
Viking Holdings Ltd
VIK|G93A5A101
Shares:
4880(+7.7%)
Value:
$194.0M(-2.8%)
FISERV INC
FI|337738108
Shares:
870(+3.6%)
Value:
$192.1M(+11.3%)
VISA INC.
V|92826C839
Shares:
545(-8.6%)
Value:
$191.0M(+1.4%)
81369Y209
81369Y209
Shares:
1300(+0.0%)
Value:
$189.8M(+6.1%)
DOW INC.
DOW|260557103
Shares:
4749(+129.3%)
Value:
$165.8M(+99.5%)