Evercore Wealth Management, LLC

Filing Details

13F-HR • 2025-03-31
SEC
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

411 positions
Manager:
SEC
Search and click to pin securities to the top
Page 6 of 21
Mondelez International, Inc.
MDLZ|609207105
Shares:
22205(+151.4%)
Value:
$1.5B(+185.6%)
JACOBS SOLUTIONS INC.
J|46982L108
Shares:
12251(-1.8%)
Value:
$1.5B(-11.2%)
MARSH & MCLENNAN COMPANIES, INC.
MMC|571748102
Shares:
6000(+0.0%)
Value:
$1.5B(+14.9%)
ILLINOIS TOOL WORKS INC
ITW|452308109
Shares:
5900(-69.2%)
Value:
$1.5B(-69.8%)
Dell Technologies Inc.
DELL|24703L202
Shares:
16001(+0.0%)
Value:
$1.5B(-20.9%)
KINDER MORGAN, INC.
KMI|49456B101
Shares:
50000(+1518.1%)
Value:
$1.4B(+1584.8%)
ACUITY BRANDS INC
AYI|00508Y102
Shares:
5362(+0.0%)
Value:
$1.4B(-9.8%)
ENTERPRISE PRODUCTS PARTNERS L.P.
EPD|293792107
Shares:
40000(+0.0%)
Value:
$1.4B(+8.9%)
922042742
VT|922042742
Shares:
11732(-0.0%)
Value:
$1.4B(-1.3%)
CAPITAL ONE FINANCIAL CORP
COF|14040H105
Shares:
7563(-5.0%)
Value:
$1.4B(-4.5%)
464287689
IWV|464287689
Shares:
4252(+1.4%)
Value:
$1.4B(-3.6%)
81369Y100
XLB|81369Y100
Shares:
15649(+0.0%)
Value:
$1.3B(+2.2%)
46137V597
46137V597
Shares:
35020(+0.0%)
Value:
$1.3B(-9.0%)
BRISTOL MYERS SQUIBB CO
BMY|110122108
Shares:
21255(-13.8%)
Value:
$1.3B(-7.0%)
COMCAST CORP
CMCSA|20030N101
Shares:
35073(+4910.4%)
Value:
$1.3B(+4826.3%)
KIMBERLY CLARK CORP
KMB|494368103
Shares:
8920(+1998.8%)
Value:
$1.3B(+2177.9%)
Palantir Technologies Inc.
PLTR|69608A108
Shares:
15000(-35.3%)
Value:
$1.3B(-27.8%)
TransDigm Group INC
TDG|893641100
Shares:
906(+0.0%)
Value:
$1.3B(+9.2%)
81369Y506
81369Y506
Shares:
13394(+4152.1%)
Value:
$1.3B(+4538.7%)
46434G103
IEMG|46434G103
Shares:
22896(+0.0%)
Value:
$1.2B(+3.4%)