Evercore Wealth Management, LLC

Filing Details

13F-HR2025-03-31
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
Manager Name
Evercore Wealth Management, LLC
Data Enrichment
89% identified
365 identified46 unidentified

Holdings

411 positions
Manager:
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Page 21 of 21
03073E105
Shares:
65(+0.0%)
Value:
$18.1M(+23.8%)
CITIGROUP INC
Shares:
200(+0.0%)
Value:
$14.2M(+0.8%)
ALLSTATE CORP
Shares:
68(+0.0%)
Value:
$14.1M(+7.4%)
Solventum Corp
Shares:
162(+0.0%)
Value:
$12.3M(+15.1%)
Public Storage
Shares:
35(+0.0%)
Value:
$10.5M(-0.0%)
INTEL CORP
Shares:
400(-92.3%)
Value:
$9.1M(-91.3%)
CHEGG, INC
Shares:
13688(+0.0%)
Value:
$8.7M(-60.3%)
Constellation Energy Corp
Shares:
28(-97.5%)
Value:
$5.6M(-97.8%)
Merck & Co., Inc.
Shares:
60(+0.0%)
Value:
$5.4M(-9.8%)
TARGET CORP
Shares:
50(+0.0%)
Value:
$5.2M(-22.8%)
165167735
Shares:
35(+0.0%)
Value:
$3.9M(+11.8%)