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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Walmart Inc.

WMT|931142103

67870(+436.3%)

Value:

$6.0B(+421.1%)

922908363

VOO|922908363

11402(+2.1%)

Value:

$5.9B(-2.6%)

97717W851

48528(+861.0%)

Value:

$5.3B(+860.0%)

922908769

VTI|922908769

18244(+0.0%)

Value:

$5.0B(-5.2%)

JABIL INC

JBL|466313103

36540(+0.0%)

Value:

$5.0B(-5.4%)

81369Y803

XLK|81369Y803

23826(+54.3%)

Value:

$4.9B(+37.0%)

464287622

IWB|464287622

15582(-0.4%)

Value:

$4.8B(-5.2%)

RPM INTERNATIONAL INC/DE/

RPM|749685103

38300(-0.6%)

Value:

$4.4B(-6.6%)

CONSTELLATION BRANDS, INC.

STZ|21036P108

23276(+1472.7%)

Value:

$4.3B(+1206.0%)

DANAHER CORP /DE/

DHR|235851102

20276(-2.4%)

Value:

$4.2B(-12.8%)

922042858

VWO|922042858

91272(+6571.9%)

Value:

$4.1B(+6756.7%)

COMFORT SYSTEMS USA INC

FIX|199908104

12779

Value:

$4.1B

NETFLIX INC

NFLX|64110L106

4387(+3962.0%)

Value:

$4.1B(+4149.8%)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

2827(+0.0%)

Value:

$4.0B(+20.8%)

Meta Platforms, Inc.

META|30303M102

6882(+22100.0%)

Value:

$4.0B(+21754.4%)

464285204

67142(-0.1%)

Value:

$4.0B(+18.9%)

Walt Disney Co

DIS|254687106

39176(+1561.4%)

Value:

$3.9B(+1372.7%)

Cloudflare, Inc.

NET|18915M107

33500(-19.3%)

Value:

$3.8B(-15.5%)

922908637

VV|922908637

14607(+0.0%)

Value:

$3.8B(-4.7%)

922908629

VO|922908629

14326(+47653.3%)

Value:

$3.7B(+46656.6%)

Instrument	Shares		Other Manager	Value
Walmart Inc.(WMTcusip931142103)	67.9K	QoQ +436.26% (+55.2K) YoY +433.06% (+55.1K)	All Managers (Combined)	$6.0M	QoQ +421.07% (+$4.8M) YoY +677.76% (+$5.2M)
(VOOcusip922908363)	11.4K	QoQ +2.11% (-236) YoY -74.11% (-32.6K)	All Managers (Combined)	$5.9M	QoQ -2.60% (-$156.8K) YoY -72.32% (-$15.3M)
(cusip97717W851)✕	48.5K	QoQ +860.95% (+43.5K) YoY NEW(+48.5K)	All Managers (Combined)	$5.3M	QoQ +859.99% (+$4.8M) YoY NEW(+$5.3M)
(VTIcusip922908769)	18.2K	QoQ 0.00% (-0) YoY -1.60% (-298)	All Managers (Combined)	$5.0M	QoQ -5.16% (-$273.0K) YoY +4.04% (-$195.1K)
Jabil Inc(JBLcusip466313103)	36.5K	QoQ 0.00% (-0) YoY -0.04% (-17)	All Managers (Combined)	$5.0M	QoQ -5.44% (-$286.1K) YoY +1.53% (-$75.2K)
(XLKcusip81369Y803)	23.8K	QoQ +54.28% (+8.4K) YoY +49.96% (+7.9K)	All Managers (Combined)	$4.9M	QoQ +37.00% (+$1.3M) YoY +48.67% (+$1.6M)
(IWBcusip464287622)	15.6K	QoQ -0.38% (-60) YoY -70.59% (-37.4K)	All Managers (Combined)	$4.8M	QoQ -5.15% (-$259.6K) YoY -68.68% (-$10.5M)
Rpm International Inc/De/(RPMcusip749685103)	38.3K	QoQ -0.64% (-250) YoY -9.98% (-4.3K)	All Managers (Combined)	$4.4M	QoQ -6.60% (-$313.4K) YoY -12.46% (-$630.8K)
Constellation Brands, Inc.(STZcusip21036P108)	23.3K	QoQ +1472.70% (+21.8K) YoY -92.42% (-284.2K)	All Managers (Combined)	$4.3M	QoQ +1205.98% (+$3.9M) YoY -94.88% (-$79.3M)
Danaher Corp /De/(DHRcusip235851102)	20.3K	QoQ -2.37% (-493) YoY -4.15% (-878)	All Managers (Combined)	$4.2M	QoQ -12.81% (-$610.9K) YoY -21.31% (-$1.1M)
(VWOcusip922042858)	91.3K	QoQ +6571.92% (+89.9K) YoY +889.07% (+82.0K)	All Managers (Combined)	$4.1M	QoQ +6756.72% (+$4.1M) YoY +971.71% (+$3.7M)
Comfort Systems Usa Inc(FIXcusip199908104)	12.8K	QoQ NEW(+12.8K) YoY NEW(+12.8K)	All Managers (Combined)	$4.1M	QoQ NEW(+$4.1M) YoY NEW(+$4.1M)
Netflix Inc(NFLXcusip64110L106)	4.4K	QoQ +3962.03% (+4.3K) YoY +4118.26% (+4.3K)	All Managers (Combined)	$4.1M	QoQ +4149.82% (+$4.0M) YoY +6377.00% (+$4.0M)
O Reilly Automotive Inc(ORLYcusip67103H107)	2.8K	QoQ 0.00% (+0) YoY -5.60% (-168)	All Managers (Combined)	$4.0M	QoQ +20.81% (+$697.6K) YoY +19.78% (-$668.9K)
Meta Platforms, Inc.(METAcusip30303M102)	6.9K	QoQ +22100.00% (+6.9K) YoY +49057.14% (+6.9K)	All Managers (Combined)	$4.0M	QoQ +21754.38% (+$3.9M) YoY +58252.30% (+$4.0M)
(cusip464285204)✕	67.1K	QoQ -0.14% (-98) YoY -88.97% (-542.0K)	All Managers (Combined)	$4.0M	QoQ +18.91% (-$629.6K) YoY -84.53% (-$21.6M)
Walt Disney Co(DIScusip254687106)	39.2K	QoQ +1561.40% (+36.8K) YoY -14.79% (-6.8K)	All Managers (Combined)	$3.9M	QoQ +1372.66% (+$3.6M) YoY -31.27% (-$1.8M)
Cloudflare, Inc.(NETcusip18915M107)	33.5K	QoQ -19.27% (-8.0K) YoY -19.27% (-8.0K)	All Managers (Combined)	$3.8M	QoQ -15.52% (-$693.6K) YoY -6.05% (-$243.3K)
(VVcusip922908637)	14.6K	QoQ 0.00% (-0) YoY -3.56% (-540)	All Managers (Combined)	$3.8M	QoQ -4.69% (-$185.1K) YoY +3.38% (-$122.8K)
(VOcusip922908629)	14.3K	QoQ +47653.33% (+14.3K) YoY -8.36% (-1.3K)	All Managers (Combined)	$3.7M	QoQ +46656.56% (+$3.7M) YoY -5.15% (-$201.3K)