Evercore-Wealth-Management

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
Data Enrichment
89% identified
365 identified46 unidentified

Holdings

411 positions • $2.4B total value
Manager:
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Mondelez International, Inc.
Shares:22.2K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$2.4B)
JACOBS SOLUTIONS INC.
Shares:12.3K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$2.4B)
MARSH & MCLENNAN COMPANIES, INC.
Shares:6.0K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$2.4B)
ILLINOIS TOOL WORKS INC
Shares:5.9K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$2.4B)
Dell Technologies Inc.
Shares:16.0K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$2.4B)
KINDER MORGAN, INC.
Shares:50.0K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.4B)
ACUITY BRANDS INC
Shares:5.4K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.4B)
ENTERPRISE PRODUCTS PARTNERS L.P.
Shares:40.0K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.4B)
922042742
Shares:11.7K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.4B)
CAPITAL ONE FINANCIAL CORP
Shares:7.6K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.4B)
464287689
Shares:4.3K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$2.4B)
81369Y100
Shares:15.6K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$2.4B)
46137V597
Shares:35.0K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$2.4B)
BRISTOL MYERS SQUIBB CO
Shares:21.3K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$2.4B)
COMCAST CORP
Shares:35.1K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$2.4B)
KIMBERLY CLARK CORP
Shares:8.9K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$2.4B)
Palantir Technologies Inc.
Shares:15.0K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$2.4B)
TransDigm Group INC
Shares:906
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$2.4B)
81369Y506
Shares:13.4K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$2.4B)
46434G103
Shares:22.9K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$2.4B)