Evercore-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "JOBY",
  "HOOD",
  "NVR",
  "GDX",
  null,
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  "AES",
  "AAXJ",
  null,
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  "OBDC",
  "A",
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  "ALL",
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  "RIOT",
  null,
  null,
  "AXP",
  null,
  null,
  null,
  null,
  "GDXJ",
  null,
  "BLK",
  "AYI",
  "CAT",
  "AVGO",
  "LOW",
  "ARCC",
  "BSX",
  null,
  "DBEF",
  "COF",
  "CMI",
  "DUK",
  "D",
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  "EOG",
  "EXPE",
  "VIK",
  "GD",
  "GILD",
  "GIS",
  "HON",
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  "HD",
  "MCD",
  "INTU",
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  null,
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  "EMR",
  "BKNG",
  "ICE",
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  "META",
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  "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",
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  "IJR",
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  null,
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  null,
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  null,
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  null,
  null,
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  "RTX",
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  null,
  null,
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  "IBM",
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  "TMO",
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  null,
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  "IWV",
  null,
  null,
  null,
  "PRF",
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  null,
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  "GGG",
  null,
  null,
  null,
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  "VYM",
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  null,
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  "APH",
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  "SDY",
  "FI",
  "DOV",
  "WAB",
  "GNRC",
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  "IWP",
  "IWR",
  "HSIC",
  "WEX",
  "ROIV",
  null,
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  null,
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  "PLUG",
  null,
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  null,
  "BBCA",
  null,
  null,
  "VEU",
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  "USB",
  "VUG",
  "VEA",
  "VGK",
  "VOOV",
  "VBR",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
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  "WWD",
  null,
  "YUM",
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  "SOLV",
  null,
  null,
  null,
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  "NSC",
  null,
  "JCI",
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  "LH",
  "MKL",
  null,
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  "SON",
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  "PSX",
  "CRM",
  "RNR",
  "SYY",
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  null,
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  null,
  "HALO",
  null,
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  "MCK",
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  "PSA",
  null,
  "STE",
  "KMB",
  "AN",
  "ADP",
  "AZO",
  "BALL",
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  "BAX",
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  "BBY",
  "TECH",
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  "BMY",
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  "BAM.TO",
  "CARR",
  "CSL",
  "CE",
  "CBRE",
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  "CSR",
  "CHGG",
  "CVX",
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  "CSCO",
  "NET",
  "C",
  "CME",
  "KO",
  "COIN",
  "FIX",
  "CMCSA",
  "COLB",
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  "COP",
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  "CEG",
  "ED",
  "COST",
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  "CROX",
  "CSX",
  "DHR",
  "DELL",
  "DE",
  "DFAX",
  "DFAC",
  "DLR",
  "DPZ",
  "RSP",
  "EFA",
  "J",
  "ADI",
  "MCO",
  "VMC",
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  "NEE",
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  "IWM",
  "EPD",
  "MDY",
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  "PM",
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  "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 20 of 21

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464287234

EEM|464287234

Shares:1.7K

Value:$73.2K

% of Portfolio:0.0% ($73.2K/$2.4B)

Riot Platforms, Inc.

RIOT|767292105

Shares:10.0K

Value:$71.2K

% of Portfolio:0.0% ($71.2K/$2.4B)

GE Vernova Inc.

GEV|36828A101

Shares:219

Value:$66.9K

% of Portfolio:0.0% ($66.9K/$2.4B)

BLUE RIDGE BANKSHARES, INC.

BRBS|095825105

Shares:20.0K

Value:$65.2K

% of Portfolio:0.0% ($65.2K/$2.4B)

Palo Alto Networks Inc

PANW|697435105

Shares:380

Value:$64.8K

% of Portfolio:0.0% ($64.8K/$2.4B)

464287242

Shares:576

Value:$62.6K

% of Portfolio:0.0% ($62.6K/$2.4B)

81369Y308

Shares:716

Value:$58.5K

% of Portfolio:0.0% ($58.5K/$2.4B)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:790

Value:$56.7K

% of Portfolio:0.0% ($56.7K/$2.4B)

AMPHENOL CORP /DE/

APH|032095101

Shares:840

Value:$55.1K

% of Portfolio:0.0% ($55.1K/$2.4B)

EQUINIX INC

EQIX|29444U700

Shares:67

Value:$54.6K

% of Portfolio:0.0% ($54.6K/$2.4B)

98149E303

Shares:800

Value:$49.5K

% of Portfolio:0.0% ($49.5K/$2.4B)

78464A805

Shares:679

Value:$46.2K

% of Portfolio:0.0% ($46.2K/$2.4B)

Otis Worldwide Corp

OTIS|68902V107

Shares:388

Value:$40.0K

% of Portfolio:0.0% ($40.0K/$2.4B)

US BANCORP \DE\

USB|902973304

Shares:876

Value:$37.0K

% of Portfolio:0.0% ($37.0K/$2.4B)

Xylem Inc.

XYL|98419M100

Shares:248

Value:$29.6K

% of Portfolio:0.0% ($29.6K/$2.4B)

PLUG POWER INC

PLUG|72919P202

Shares:20.0K

Value:$27.0K

% of Portfolio:0.0% ($27.0K/$2.4B)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:110

Value:$26.6K

% of Portfolio:0.0% ($26.6K/$2.4B)

SOUNDHOUND AI, INC.

SOUN|836100107

Shares:3.2K

Value:$26.0K

% of Portfolio:0.0% ($26.0K/$2.4B)

MACROGENICS INC

MGNX|556099109

Shares:17.5K

Value:$22.3K

% of Portfolio:0.0% ($22.3K/$2.4B)

WASTE MANAGEMENT INC

WM|94106L109

Shares:81

Value:$18.8K

% of Portfolio:0.0% ($18.8K/$2.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(EEMcusip464287234)	1.7K	QoQ 0.00% (+0) YoY -93.60% (-24.5K)	All Managers (Combined)	$73.2K	0.0% ($73.2K/$2.4B)	QoQ +4.49% (+$3.1K) YoY -93.19% (-$1.0M)
Riot Platforms, Inc.(RIOTcusip767292105)	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$71.2K	0.0% ($71.2K/$2.4B)	QoQ NEW(+$71.2K) YoY NEW(+$71.2K)
GE Vernova Inc.(GEVcusip36828A101)	219	QoQ +10.05% (+20) YoY NEW(+219)	All Managers (Combined)	$66.9K	0.0% ($66.9K/$2.4B)	QoQ +2.13% (+$1.4K) YoY NEW(+$66.9K)
BLUE RIDGE BANKSHARES, INC.(BRBScusip095825105)	20.0K	QoQ NEW(+20.0K) YoY NEW(+20.0K)	All Managers (Combined)	$65.2K	0.0% ($65.2K/$2.4B)	QoQ NEW(+$65.2K) YoY NEW(+$65.2K)
Palo Alto Networks Inc(PANWcusip697435105)	380	QoQ 0.00% (-0) YoY -72.52% (-1.0K)	All Managers (Combined)	$64.8K	0.0% ($64.8K/$2.4B)	QoQ -6.22% (-$4.3K) YoY -83.49% (-$328.1K)
(cusip464287242)✕	576	QoQ 0.00% (+0) YoY -81.50% (-2.5K)	All Managers (Combined)	$62.6K	0.0% ($62.6K/$2.4B)	QoQ +1.73% (+$1.1K) YoY -81.54% (-$276.7K)
(cusip81369Y308)✕	716	QoQ 0.00% (+0) YoY -35.84% (-400)	All Managers (Combined)	$58.5K	0.0% ($58.5K/$2.4B)	QoQ +3.89% (+$2.2K) YoY -31.38% (-$26.7K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	790	QoQ -17.62% (-169) YoY -97.85% (-36.1K)	All Managers (Combined)	$56.7K	0.0% ($56.7K/$2.4B)	QoQ -15.80% (-$10.6K) YoY -97.34% (-$2.1M)
AMPHENOL CORP /DE/(APHcusip032095101)	840	QoQ -6.25% (-56) YoY -97.44% (-32.1K)	All Managers (Combined)	$55.1K	0.0% ($55.1K/$2.4B)	QoQ -11.45% (-$7.1K) YoY -98.54% (-$3.7M)
EQUINIX INC(EQIXcusip29444U700)	67	QoQ -4.28% (-3) YoY -4.28% (-3)	All Managers (Combined)	$54.6K	0.0% ($54.6K/$2.4B)	QoQ -17.23% (-$11.4K) YoY -5.44% (-$3.1K)
(cusip98149E303)✕	800	QoQ 0.00% (+0) YoY -98.76% (-63.9K)	All Managers (Combined)	$49.5K	0.0% ($49.5K/$2.4B)	QoQ +19.04% (+$7.9K) YoY -98.26% (-$2.8M)
(cusip78464A805)✕	679	QoQ NEW(+679) YoY NEW(+679)	All Managers (Combined)	$46.2K	0.0% ($46.2K/$2.4B)	QoQ NEW(+$46.2K) YoY NEW(+$46.2K)
Otis Worldwide Corp(OTIScusip68902V107)	388	QoQ 0.00% (+0) YoY -98.51% (-25.8K)	All Managers (Combined)	$40.0K	0.0% ($40.0K/$2.4B)	QoQ +11.43% (+$4.1K) YoY -98.46% (-$2.6M)
US BANCORP \DE\(USBcusip902973304)	876	QoQ -57.80% (-1.2K) YoY -79.27% (-3.4K)	All Managers (Combined)	$37.0K	0.0% ($37.0K/$2.4B)	QoQ -62.75% (-$62.3K) YoY -80.42% (-$151.9K)
Xylem Inc.(XYLcusip98419M100)	248	QoQ 0.00% (+0) YoY -82.17% (-1.1K)	All Managers (Combined)	$29.6K	0.0% ($29.6K/$2.4B)	QoQ +2.96% (+$853) YoY -83.52% (-$150.1K)
PLUG POWER INC(PLUGcusip72919P202)	20.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$27.0K	0.0% ($27.0K/$2.4B)	QoQ -36.61% (-$15.6K) YoY -60.75% (-$41.8K)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	110	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$26.6K	0.0% ($26.6K/$2.4B)	QoQ +20.37% (+$4.5K) YoY +26.49% (+$5.6K)
SOUNDHOUND AI, INC.(SOUNcusip836100107)	3.2K	QoQ NEW(+3.2K) YoY NEW(+3.2K)	All Managers (Combined)	$26.0K	0.0% ($26.0K/$2.4B)	QoQ NEW(+$26.0K) YoY NEW(+$26.0K)
MACROGENICS INC(MGNXcusip556099109)	17.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$22.3K	0.0% ($22.3K/$2.4B)	QoQ -60.92% (-$34.7K) YoY -91.37% (-$236.0K)
WASTE MANAGEMENT INC(WMcusip94106L109)	81	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$18.8K	0.0% ($18.8K/$2.4B)	QoQ +14.72% (+$2.4K) YoY +8.61% (+$1.5K)