Evercore Wealth Management, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- CIK
- 0001482689
- Manager Name
- Evercore Wealth Management, LLC
Data Enrichment
89% identified365 identified46 unidentified
Holdings
411 positions
Manager:
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Page 3 of 21
97717W851
Shares:
48528(+861.0%)
Value:
$5.3B(+860.0%)
464285204
Shares:
67142(-0.1%)
Value:
$4.0B(+18.9%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Walmart Inc.(WMTcusip931142103) | 67.9K | All Managers (Combined) | $6.0M | ||
11.4K | All Managers (Combined) | $5.9M | |||
(cusip97717W851)✕ | 48.5K | YoY NEW(+48.5K) | All Managers (Combined) | $5.3M | YoY NEW(+$5.3M) |
18.2K | QoQ 0.00% (-0)YoY -1.60% (-298) | All Managers (Combined) | $5.0M | ||
36.5K | QoQ 0.00% (-0)YoY -0.04% (-17) | All Managers (Combined) | $5.0M | ||
23.8K | All Managers (Combined) | $4.9M | |||
15.6K | All Managers (Combined) | $4.8M | |||
38.3K | All Managers (Combined) | $4.4M | |||
23.3K | All Managers (Combined) | $4.3M | |||
20.3K | QoQ -2.37% (-493)YoY -4.15% (-878) | All Managers (Combined) | $4.2M | ||
91.3K | All Managers (Combined) | $4.1M | |||
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 | All Managers (Combined) | $4.1M | ||
2.8K | QoQ 0.00% (+0)YoY -5.60% (-168) | All Managers (Combined) | $4.0M | ||
6.9K | All Managers (Combined) | $4.0M | |||
(cusip464285204)✕ | 67.1K | All Managers (Combined) | $4.0M | ||
Walt Disney Co(DIScusip254687106) | 39.2K | All Managers (Combined) | $3.9M | ||
Cloudflare, Inc.(NETcusip18915M107) | 33.5K | All Managers (Combined) | $3.8M | ||
14.6K | QoQ 0.00% (-0)YoY -3.56% (-540) | All Managers (Combined) | $3.8M | ||
14.3K | All Managers (Combined) | $3.7M |