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
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Page 8 of 21
Eaton Corp plc
ETN|G29183103
Shares:
3298(+25269.2%)
Value:
$896.5M(+20681.1%)
SPDR S&P MIDCAP 400 ETF TRUST
MDY|78467Y107
Shares:
1610(+0.0%)
Value:
$858.9M(-6.3%)
464287465
EFA|464287465
Shares:
10473(-22.7%)
Value:
$856.0M(-16.4%)
46438F101
46438F101
Shares:
18046(+5.9%)
Value:
$844.7M(-6.6%)
STERIS plc
STE|G8473T100
Shares:
3696(+0.0%)
Value:
$837.7M(+10.3%)
PAYCHEX INC
PAYX|704326107
Shares:
5362(+44.3%)
Value:
$827.2M(+58.8%)
808524300
SCHG|808524300
Shares:
32320(+0.0%)
Value:
$809.3M(-10.2%)
ADVANCED MICRO DEVICES INC
AMD|007903107
Shares:
7874(-11.7%)
Value:
$809.0M(-24.9%)
ECOLAB INC.
ECL|278865100
Shares:
3145(-82.7%)
Value:
$797.3M(-81.3%)
46137V613
PRF|46137V613
Shares:
19658(-1.2%)
Value:
$794.4M(-1.1%)
Booking Holdings Inc.
BKNG|09857L108
Shares:
172(+1046.7%)
Value:
$792.4M(+963.2%)
CORNING INC /NY
GLW|219350105
Shares:
17248(+0.0%)
Value:
$789.6M(-3.7%)
LINDE PLC
LIN|G54950103
Shares:
1679(+1579.0%)
Value:
$781.8M(+1767.4%)
464287408
IVE|464287408
Shares:
3925(+0.0%)
Value:
$748.0M(-0.1%)
GOLUB CAPITAL BDC, Inc.
GBDC|38173M102
Shares:
49250(+22.4%)
Value:
$745.6M(+22.2%)
464287309
IVW|464287309
Shares:
8000(+0.0%)
Value:
$742.6M(-8.6%)
GENERAL DYNAMICS CORP
GD|369550108
Shares:
2700(+0.0%)
Value:
$736.0M(+3.4%)
NEXTERA ENERGY INC
NEE|65339F101
Shares:
10372(+1381.7%)
Value:
$735.3M(+1365.2%)
COGNIZANT TECHNOLOGY SOLUTIONS CORP
CTSH|192446102
Shares:
9591(-2.0%)
Value:
$733.7M(-2.5%)
MOODYS CORP /DE/
MCO|615369105
Shares:
1504(-2.3%)
Value:
$700.4M(-3.9%)