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

Search and click to pin securities to the top

Page 5 of 21

Sort by:

GENERAL ELECTRIC CO

GE|369604301

10082(+1719.8%)

Value:

$2.0B(+2083.8%)

81369Y407

10125(+841.9%)

Value:

$2.0B(+729.0%)

BORGWARNER INC

BWA|099724106

68831(+6783.1%)

Value:

$2.0B(+6103.2%)

MCKESSON CORP

MCK|58155Q103

2910(-33.6%)

Value:

$2.0B(-21.6%)

SONOCO PRODUCTS CO

SON|835495102

41446(+0.0%)

Value:

$2.0B(-3.3%)

464288182

AAXJ|464288182

26454(+0.0%)

Value:

$2.0B(+2.6%)

LOCKHEED MARTIN CORP

LMT|539830109

4218(+2639.0%)

Value:

$1.9B(+2417.9%)

APTARGROUP, INC.

ATR|038336103

12377(-13.9%)

Value:

$1.8B(-18.7%)

464287168

DVY|464287168

13656(+1541.3%)

Value:

$1.8B(+1578.8%)

YUM BRANDS INC

YUM|988498101

10995(+349.9%)

Value:

$1.7B(+427.7%)

92204A702

VGT|92204A702

3175(+0.0%)

Value:

$1.7B(-12.8%)

Blackstone Inc.

BX|09260D107

12000(+342.8%)

Value:

$1.7B(+259.0%)

46432F842

IEFA|46432F842

21845(-27.4%)

Value:

$1.7B(-21.8%)

SYSCO CORP

SYY|871829107

21685(+28813.3%)

Value:

$1.6B(+28278.8%)

464287101

6000(-0.3%)

Value:

$1.6B(-6.5%)

Parker-Hannifin Corp

PH|701094104

2578(-6.3%)

Value:

$1.6B(-10.5%)

464288802

13512(+0.0%)

Value:

$1.6B(-5.5%)

NXP Semiconductors N.V.

NXPI|N6596X109

8149(+1840.2%)

Value:

$1.5B(+1674.2%)

BROOKFIELD Corp /ON/

BN.TO|11271J107

29462(+0.0%)

Value:

$1.5B(-8.8%)

233051200

DBEF|233051200

35624(+0.0%)

Value:

$1.5B(+4.6%)

Instrument	Shares		Other Manager	Value
General Electric Co(GEcusip369604301)	10.1K	QoQ +1719.85% (+9.5K) YoY +2.13% (+211)	All Managers (Combined)	$2.0M	QoQ +2083.84% (+$1.9M) YoY +16.46% (+$285.3K)
(cusip81369Y407)✕	10.1K	QoQ +841.86% (+9.1K) YoY -25.41% (-3.5K)	All Managers (Combined)	$2.0M	QoQ +728.97% (+$1.8M) YoY -19.91% (-$497.0K)
Borgwarner Inc(BWAcusip099724106)	68.8K	QoQ +6783.10% (+67.8K) YoY -55.10% (-84.5K)	All Managers (Combined)	$2.0M	QoQ +6103.23% (+$1.9M) YoY -62.97% (-$3.4M)
Mckesson Corp(MCKcusip58155Q103)	2.9K	QoQ -33.65% (-1.5K) YoY -41.63% (-2.1K)	All Managers (Combined)	$2.0M	QoQ -21.65% (-$541.2K) YoY -26.83% (-$718.3K)
Sonoco Products Co(SONcusip835495102)	41.4K	QoQ 0.00% (-0) YoY -22.08% (-11.7K)	All Managers (Combined)	$2.0M	QoQ -3.29% (-$66.7K) YoY -36.36% (-$1.1M)
(AAXJcusip464288182)	26.5K	QoQ +0.04% (+12) YoY -1.43% (-385)	All Managers (Combined)	$2.0M	QoQ +2.56% (+$49.0K) YoY +7.65% (-$139.3K)
Lockheed Martin Corp(LMTcusip539830109)	4.2K	QoQ +2638.96% (+4.1K) YoY -0.51% (-22)	All Managers (Combined)	$1.9M	QoQ +2417.90% (+$1.8M) YoY -2.30% (-$44.4K)
Aptargroup, Inc.(ATRcusip038336103)	12.4K	QoQ -13.91% (-2.0K) YoY -16.80% (-2.5K)	All Managers (Combined)	$1.8M	QoQ -18.68% (-$422.1K) YoY -14.20% (-$304.2K)
(DVYcusip464287168)	13.7K	QoQ +1541.34% (+12.8K) YoY 0.00% (+0)	All Managers (Combined)	$1.8M	QoQ +1578.85% (+$1.7M) YoY +9.01% (+$151.7K)
Yum Brands Inc(YUMcusip988498101)	11.0K	QoQ +349.87% (+8.6K) YoY +316.31% (+8.4K)	All Managers (Combined)	$1.7M	QoQ +427.67% (+$1.4M) YoY +372.49% (+$1.4M)
(VGTcusip92204A702)	3.2K	QoQ 0.00% (-0) YoY -2.39% (-78)	All Managers (Combined)	$1.7M	QoQ -12.77% (-$252.2K) YoY +0.96% (-$16.4K)
Blackstone Inc.(BXcusip09260D107)	12.0K	QoQ +342.80% (+9.3K) YoY +315.94% (+9.1K)	All Managers (Combined)	$1.7M	QoQ +258.97% (+$1.2M) YoY +342.57% (+$1.3M)
(IEFAcusip46432F842)	21.8K	QoQ -27.37% (-8.2K) YoY -29.75% (-9.3K)	All Managers (Combined)	$1.7M	QoQ -21.82% (-$461.4K) YoY -28.39% (-$655.4K)
Sysco Corp(SYYcusip871829107)	21.7K	QoQ +28813.33% (+21.6K) YoY +28813.33% (+21.6K)	All Managers (Combined)	$1.6M	QoQ +28278.82% (+$1.6M) YoY +26628.67% (+$1.6M)
(cusip464287101)✕	6.0K	QoQ -0.33% (-20) YoY -2.75% (-170)	All Managers (Combined)	$1.6M	QoQ -6.55% (-$113.9K) YoY +6.44% (-$98.5K)
Parker-Hannifin Corp(PHcusip701094104)	2.6K	QoQ -6.35% (-175) YoY -12.87% (-381)	All Managers (Combined)	$1.6M	QoQ -10.50% (-$184.0K) YoY -4.71% (-$77.5K)
(cusip464288802)✕	13.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.6M	QoQ -5.52% (-$90.8K) YoY +5.22% (+$77.0K)
Nxp Semiconductors N.V.(NXPIcusipN6596X109)	8.1K	QoQ +1840.23% (+7.7K) YoY -3.14% (-265)	All Managers (Combined)	$1.5M	QoQ +1674.17% (+$1.5M) YoY -25.70% (-$535.9K)
Brookfield Corp /On/(BN.TOcusip11271J107)	29.5K	QoQ 0.00% (-0) YoY -2.98% (-907)	All Managers (Combined)	$1.5M	QoQ -8.77% (-$148.5K) YoY +21.43% (-$272.6K)
(DBEFcusip233051200)	35.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.5M	QoQ +4.58% (+$67.7K) YoY +5.79% (+$84.4K)