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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CHART INDUSTRIES INC

GTLS|16115Q308

1099(-94.5%)

Value:

$158.7M(-95.9%)

G20315100

15400(+0.0%)

Value:

$157.7M(+1.4%)

CONSOLIDATED EDISON INC

ED|209115104

1392(+0.0%)

Value:

$153.9M(+23.9%)

QUALCOMM INC/DE

QCOM|747525103

1000(-3.9%)

Value:

$153.6M(-3.9%)

Autodesk, Inc.

ADSK|052769106

582(+104.9%)

Value:

$152.4M(+81.5%)

G5451A103

14300(+0.0%)

Value:

$150.0M(+1.9%)

W.W. GRAINGER, INC.

GWW|384802104

150(-25.0%)

Value:

$148.2M(-29.7%)

AMERIPRISE FINANCIAL INC

AMP|03076C106

290(-62.6%)

Value:

$140.4M(-66.0%)

CONOCOPHILLIPS

COP|20825C104

1300(-9.1%)

Value:

$136.5M(-3.7%)

G0131Y100

12689(+0.0%)

Value:

$135.4M(+1.7%)

T-Mobile US, Inc.

TMUS|872590104

500(-4.2%)

Value:

$133.4M(+15.7%)

G1993W109

13000(+0.0%)

Value:

$132.6M(+1.5%)

G9675P102

12800

Value:

$128.3M

NIKE, Inc.

NKE|654106103

1995(-22.3%)

Value:

$126.6M(-34.8%)

CHURCH & DWIGHT CO INC /DE/

CHD|171340102

1095(+0.0%)

Value:

$120.5M(+5.1%)

NORFOLK SOUTHERN CORP

NSC|655844108

500(+0.0%)

Value:

$118.4M(+0.9%)

Corteva, Inc.

CTVA|22052L104

1840(-3.7%)

Value:

$115.8M(+6.4%)

Apollo Global Management, Inc.

APO|03769M106

800(+0.0%)

Value:

$109.6M(-17.1%)

GILEAD SCIENCES, INC.

GILD|375558103

963(+0.0%)

Value:

$107.9M(+21.3%)

EMERSON ELECTRIC CO

EMR|291011104

967(+0.0%)

Value:

$106.0M(-11.5%)

Instrument	Shares		Other Manager	Value
Chart Industries Inc(GTLScusip16115Q308)	1.1K	QoQ -94.53% (-19.0K) YoY -95.79% (-25.1K)	All Managers (Combined)	$158.7K	QoQ -95.86% (-$3.7M) YoY -96.31% (-$4.2M)
(cusipG20315100)✕	15.4K	QoQ 0.00% (+0) YoY NEW(+15.4K)	All Managers (Combined)	$157.7K	QoQ +1.38% (+$2.2K) YoY NEW(+$157.7K)
Consolidated Edison Inc(EDcusip209115104)	1.4K	QoQ 0.00% (+0) YoY -82.94% (-6.8K)	All Managers (Combined)	$153.9K	QoQ +23.93% (+$29.7K) YoY -79.22% (-$587.1K)
Qualcomm Inc/De(QCOMcusip747525103)	1.0K	QoQ -3.93% (-41) YoY -3.93% (-41)	All Managers (Combined)	$153.6K	QoQ -3.94% (-$6.3K) YoY -12.84% (-$22.6K)
Autodesk, Inc.(ADSKcusip052769106)	582	QoQ +104.92% (+298) YoY -24.51% (-189)	All Managers (Combined)	$152.4K	QoQ +81.51% (+$68.4K) YoY -24.11% (-$48.4K)
(cusipG5451A103)✕	14.3K	QoQ 0.00% (+0) YoY NEW(+14.3K)	All Managers (Combined)	$150.0K	QoQ +1.94% (+$2.9K) YoY NEW(+$150.0K)
W.W. Grainger, Inc.(GWWcusip384802104)	150	QoQ -25.00% (-50) YoY +200.00% (+100)	All Managers (Combined)	$148.2K	QoQ -29.71% (-$62.6K) YoY +191.30% (+$97.3K)
Ameriprise Financial Inc(AMPcusip03076C106)	290	QoQ -62.58% (-485) YoY 0.00% (+0)	All Managers (Combined)	$140.4K	QoQ -65.97% (-$272.2K) YoY +10.41% (+$13.2K)
Conocophillips(COPcusip20825C104)	1.3K	QoQ -9.09% (-130) YoY -11.26% (-165)	All Managers (Combined)	$136.5K	QoQ -3.72% (-$5.3K) YoY -26.78% (-$49.9K)
(cusipG0131Y100)✕	12.7K	QoQ 0.00% (+0) YoY -23.32% (-3.9K)	All Managers (Combined)	$135.4K	QoQ +1.69% (+$2.3K) YoY -19.45% (-$32.7K)
T-Mobile Us, Inc.(TMUScusip872590104)	500	QoQ -4.21% (-22) YoY -5.12% (-27)	All Managers (Combined)	$133.4K	QoQ +15.73% (-$18.1K) YoY +55.03% (-$47.3K)
(cusipG1993W109)✕	13.0K	QoQ 0.00% (+0) YoY NEW(+13.0K)	All Managers (Combined)	$132.6K	QoQ +1.49% (+$1.9K) YoY NEW(+$132.6K)
(cusipG9675P102)✕	12.8K	QoQ NEW(+12.8K) YoY NEW(+12.8K)	All Managers (Combined)	$128.3K	QoQ NEW(+$128.3K) YoY NEW(+$128.3K)
Nike, Inc.(NKEcusip654106103)	2.0K	QoQ -22.25% (-571) YoY -96.80% (-60.4K)	All Managers (Combined)	$126.6K	QoQ -34.77% (-$67.5K) YoY -97.84% (-$5.7M)
Church & Dwight Co Inc /De/(CHDcusip171340102)	1.1K	QoQ 0.00% (+0) YoY -97.73% (-47.3K)	All Managers (Combined)	$120.5K	QoQ +5.13% (+$5.9K) YoY -97.61% (-$4.9M)
Norfolk Southern Corp(NSCcusip655844108)	500	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$118.4K	QoQ +0.91% (+$1.1K) YoY -7.07% (-$9.0K)
Corteva, Inc.(CTVAcusip22052L104)	1.8K	QoQ -3.66% (-70) YoY -3.41% (-65)	All Managers (Combined)	$115.8K	QoQ +6.43% (-$7.0K) YoY +5.39% (-$5.9K)
Apollo Global Management, Inc.(APOcusip03769M106)	800	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$109.6K	QoQ -17.08% (-$22.6K) YoY +21.77% (+$19.6K)
Gilead Sciences, Inc.(GILDcusip375558103)	963	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$107.9K	QoQ +21.30% (+$19.0K) YoY +52.96% (+$37.4K)
Emerson Electric Co(EMRcusip291011104)	967	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$106.0K	QoQ -11.53% (-$13.8K) YoY -3.33% (-$3.7K)