$2.41 Billion is the total value of Evercore Wealth Management, LLC's 1479 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was 50.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HD | Buy | HOME DEPOT INC | $56,655,000 | +5.1% | 422,550 | +0.9% | 2.35% | +5.3% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $50,934,000 | +1.9% | 481,963 | +9.3% | 2.11% | +2.1% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $45,247,000 | -2.8% | 320,674 | +9.6% | 1.88% | -2.6% |
| AMZN | Buy | AMAZON COM INC | $43,384,000 | +12.4% | 57,856 | +25.5% | 1.80% | +12.6% |
| ACN | Buy | ACCENTURE PLC IRELAND | $43,265,000 | -3.5% | 369,375 | +0.7% | 1.79% | -3.3% |
| WY | Buy | WEYERHAEUSER CO | $41,945,000 | +3.9% | 1,393,975 | +10.3% | 1.74% | +4.1% |
| SYF | Buy | SYNCHRONY FINL | $39,447,000 | +49.0% | 1,087,603 | +15.0% | 1.64% | +49.2% |
| AOS | Buy | SMITH A O | $38,599,000 | -4.5% | 815,175 | +99.2% | 1.60% | -4.4% |
| EWBC | Buy | EAST WEST BANCORP INC | $36,012,000 | +39.0% | 708,481 | +0.4% | 1.49% | +39.2% |
| NKE | Buy | NIKE INCcl b | $32,890,000 | -2.0% | 647,068 | +1.5% | 1.36% | -1.9% |
| DLN | Buy | WISDOMTREE TRlargecap divid | $30,829,000 | +45.7% | 385,842 | +40.4% | 1.28% | +45.9% |
| WRK | Buy | WESTROCK CO | $28,408,000 | +7.8% | 559,557 | +3.0% | 1.18% | +8.0% |
| BLK | Buy | BLACKROCK INC | $26,834,000 | +1111.5% | 70,516 | +1053.5% | 1.11% | +1108.7% |
| SCHW | Buy | SCHWAB CHARLES CORP NEW | $9,478,000 | +37.6% | 240,135 | +10.0% | 0.39% | +37.9% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $9,378,000 | +45.9% | 41,681 | +41.1% | 0.39% | +46.2% |
| MRK | Buy | MERCK & CO INC | $8,637,000 | +9.9% | 146,705 | +16.5% | 0.36% | +10.2% |
| INTC | Buy | INTEL CORP | $8,413,000 | +1.1% | 231,972 | +5.3% | 0.35% | +1.5% |
| UNP | Buy | UNION PAC CORP | $8,249,000 | +6.4% | 79,559 | +0.1% | 0.34% | +6.5% |
| JPM | Buy | JPMORGAN CHASE & CO | $7,980,000 | +39.0% | 92,483 | +7.2% | 0.33% | +39.1% |
| IWB | Buy | ISHARES TRrus 1000 etf | $7,838,000 | +7.5% | 62,974 | +4.1% | 0.32% | +7.6% |
| SPY | New | SPDR S&P 500 ETF TRput | $7,824,000 | – | 35,000 | +100.0% | 0.32% | – |
| SUB | Buy | ISHARES TRshrt nat mun etf | $7,711,000 | +996.9% | 73,384 | +1006.2% | 0.32% | +1003.4% |
| ABBV | Buy | ABBVIE INC | $7,401,000 | +5.1% | 118,201 | +5.8% | 0.31% | +5.5% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $6,530,000 | +9.1% | 111,727 | +0.6% | 0.27% | +9.3% |
| AAXJ | Buy | ISHARES TRmsci ac asia etf | $5,430,000 | +14.7% | 98,868 | +26.4% | 0.22% | +14.8% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $5,428,000 | +9.2% | 32,703 | +4.5% | 0.22% | +9.2% |
| PM | Buy | PHILIP MORRIS INTL INC | $5,132,000 | +2.6% | 56,088 | +9.1% | 0.21% | +2.9% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $4,896,000 | -2.2% | 71,025 | +2.3% | 0.20% | -1.9% |
| ABT | Buy | ABBOTT LABS | $4,905,000 | -1.7% | 127,700 | +8.2% | 0.20% | -1.5% |
| CHKP | Buy | CHECK POINT SOFTWARE TECH LTord | $4,638,000 | +9.0% | 54,919 | +0.2% | 0.19% | +9.1% |
| DVN | Buy | DEVON ENERGY CORP NEW | $4,280,000 | +21.5% | 93,723 | +17.3% | 0.18% | +21.2% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $4,055,000 | +16.6% | 75,963 | +13.6% | 0.17% | +16.7% |
| MCD | Buy | MCDONALDS CORP | $3,911,000 | +7.3% | 32,135 | +1.7% | 0.16% | +7.3% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $3,857,000 | +201.1% | 87,293 | +209.6% | 0.16% | +201.9% |
| ECL | Buy | ECOLAB INC | $3,178,000 | +8.1% | 27,110 | +12.2% | 0.13% | +8.2% |
| AXJL | Buy | WISDOMTREE TRasia pac exjp fd | $3,023,000 | +21.0% | 52,780 | +28.8% | 0.12% | +21.4% |
| DHR | Buy | DANAHER CORP DEL | $2,541,000 | +6.0% | 32,645 | +6.7% | 0.10% | +6.1% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $2,347,000 | +11.4% | 33,987 | +7.1% | 0.10% | +11.5% |
| SBUX | Buy | STARBUCKS CORP | $2,121,000 | +15.7% | 38,192 | +12.8% | 0.09% | +15.8% |
| AMGN | Buy | AMGEN INC | $1,881,000 | -3.7% | 12,861 | +9.8% | 0.08% | -3.7% |
| VNQ | Buy | VANGUARD INDEX FDSreit etf | $1,810,000 | +8.0% | 21,923 | +13.5% | 0.08% | +8.7% |
| NEE | Buy | NEXTERA ENERGY INC | $1,785,000 | +0.9% | 14,945 | +3.3% | 0.07% | +1.4% |
| GD | Buy | GENERAL DYNAMICS CORP | $1,758,000 | +11.4% | 10,183 | +0.2% | 0.07% | +12.3% |
| KMB | Buy | KIMBERLY CLARK CORP | $1,716,000 | -4.0% | 15,038 | +6.1% | 0.07% | -4.1% |
| ZLTQ | Buy | ZELTIQ AESTHETICS INC | $1,591,000 | +115.0% | 36,564 | +93.9% | 0.07% | +112.9% |
| D | Buy | DOMINION RES INC VA NEW | $1,537,000 | +5.5% | 20,062 | +2.3% | 0.06% | +6.7% |
| BIIB | Buy | BIOGEN INC | $1,535,000 | +8.9% | 5,411 | +20.2% | 0.06% | +10.3% |
| MDT | Buy | MEDTRONIC PLC | $1,522,000 | +73.5% | 21,366 | +110.5% | 0.06% | +75.0% |
| BDX | Buy | BECTON DICKINSON & CO | $1,501,000 | -2.8% | 9,072 | +5.5% | 0.06% | -3.1% |
| ORLY | Buy | O REILLY AUTOMOTIVE INC NEW | $1,493,000 | +3.1% | 5,361 | +3.7% | 0.06% | +3.3% |
| V | Buy | VISA INC | $1,474,000 | -0.9% | 18,886 | +5.0% | 0.06% | -1.6% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $1,406,000 | +13.2% | 40,170 | +21.1% | 0.06% | +13.7% |
| TGT | Buy | TARGET CORP | $1,403,000 | +6.2% | 19,424 | +1.0% | 0.06% | +5.5% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,358,000 | +13.0% | 11,776 | +9.1% | 0.06% | +12.0% |
| TSLA | Buy | TESLA MTRS INC | $1,264,000 | +440.2% | 5,914 | +414.3% | 0.05% | +420.0% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $1,216,000 | +2.3% | 21,560 | +388.7% | 0.05% | +2.0% |
| PGR | Buy | PROGRESSIVE CORP OHIO | $1,212,000 | +38.8% | 34,156 | +23.3% | 0.05% | +38.9% |
| MKC | Buy | MCCORMICK & CO INC | $1,133,000 | +1.8% | 12,138 | +9.0% | 0.05% | +2.2% |
| CAT | Buy | CATERPILLAR INC DEL | $1,090,000 | +17.8% | 11,752 | +12.7% | 0.04% | +18.4% |
| PXD | Buy | PIONEER NAT RES CO | $1,040,000 | +137.4% | 5,772 | +145.1% | 0.04% | +138.9% |
| DOV | Buy | DOVER CORP | $1,023,000 | +7.5% | 13,653 | +5.6% | 0.04% | +7.7% |
| AGG | Buy | ISHARES TRcore us aggbd et | $1,001,000 | +120.0% | 9,264 | +128.9% | 0.04% | +115.8% |
| SDY | Buy | SPDR SERIES TRUSTs&p divid etf | $961,000 | +1.6% | 11,240 | +0.2% | 0.04% | +2.6% |
| SO | Buy | SOUTHERN CO | $940,000 | +2.2% | 19,111 | +6.6% | 0.04% | +2.6% |
| PAYX | Buy | PAYCHEX INC | $917,000 | +54.4% | 15,062 | +46.6% | 0.04% | +52.0% |
| QQQ | Buy | POWERSHARES QQQ TRUSTunit ser 1 | $860,000 | +23.0% | 7,260 | +23.4% | 0.04% | +24.1% |
| IWV | Buy | ISHARES TRrussell 3000 etf | $834,000 | +253.4% | 6,274 | +240.8% | 0.04% | +250.0% |
| BAC | Buy | BANK AMER CORP | $829,000 | +52.4% | 37,513 | +8.0% | 0.03% | +47.8% |
| SLV | Buy | ISHARES SILVER TRUSTishares | $808,000 | +15.6% | 53,433 | +39.0% | 0.03% | +13.8% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $788,000 | +150.2% | 9,091 | +172.3% | 0.03% | +153.8% |
| ATR | Buy | APTARGROUP INC | $808,000 | +5.2% | 10,995 | +10.8% | 0.03% | +3.1% |
| PSA | Buy | PUBLIC STORAGE | $768,000 | +31.7% | 3,436 | +31.6% | 0.03% | +33.3% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $693,000 | +1.5% | 14,340 | +0.2% | 0.03% | +3.6% |
| OXY | Buy | OCCIDENTAL PETE CORP DEL | $697,000 | +29.8% | 9,789 | +33.0% | 0.03% | +31.8% |
| TFX | Buy | TELEFLEX INC | $697,000 | +18.5% | 4,325 | +23.6% | 0.03% | +20.8% |
| SRCL | Buy | STERICYCLE INC | $640,000 | +7.2% | 8,312 | +11.6% | 0.03% | +8.0% |
| NFLX | Buy | NETFLIX INC | $655,000 | +52.0% | 5,291 | +20.9% | 0.03% | +50.0% |
| CNI | Buy | CANADIAN NATL RY CO | $657,000 | +29.6% | 9,750 | +25.8% | 0.03% | +28.6% |
| VOO | Buy | VANGUARD INDEX FDS | $601,000 | +132.9% | 2,929 | +125.3% | 0.02% | +127.3% |
| BCE | Buy | BCE INC | $604,000 | +4.0% | 13,969 | +10.9% | 0.02% | +4.2% |
| VIG | Buy | VANGUARD SPECIALIZED PORTFOLdiv app etf | $597,000 | +34.8% | 7,004 | +32.7% | 0.02% | +38.9% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $604,000 | +6.0% | 8,937 | +5.6% | 0.02% | +4.2% |
| SJM | Buy | SMUCKER J M CO | $601,000 | +3.3% | 4,694 | +9.3% | 0.02% | +4.2% |
| EXPD | Buy | EXPEDITORS INTL WASH INC | $574,000 | +71.3% | 10,845 | +67.0% | 0.02% | +71.4% |
| FDX | Buy | FEDEX CORP | $590,000 | +15.5% | 3,168 | +8.1% | 0.02% | +14.3% |
| BAX | Buy | BAXTER INTL INC | $558,000 | +12.0% | 12,584 | +20.3% | 0.02% | +9.5% |
| ZBH | Buy | ZIMMER BIOMET HLDGS INC | $555,000 | -5.3% | 5,378 | +19.3% | 0.02% | -4.2% |
| APA | Buy | APACHE CORP | $567,000 | +25.4% | 8,933 | +26.1% | 0.02% | +21.1% |
| PX | Buy | PRAXAIR INC | $534,000 | +28.7% | 4,551 | +32.5% | 0.02% | +29.4% |
| NATI | New | NATIONAL INSTRS CORP | $502,000 | – | 16,286 | +100.0% | 0.02% | – |
| PCG | Buy | PG&E CORP | $490,000 | +8.2% | 8,066 | +8.8% | 0.02% | +5.3% |
| NDSN | Buy | NORDSON CORP | $451,000 | +13.0% | 4,023 | +0.6% | 0.02% | +11.8% |
| PPL | Buy | PPL CORP | $459,000 | +9.5% | 13,478 | +11.2% | 0.02% | +11.8% |
| F | Buy | FORD MTR CO DEL | $424,000 | +18.4% | 34,976 | +17.8% | 0.02% | +20.0% |
| C | Buy | CITIGROUP INC | $411,000 | +41.7% | 6,910 | +12.4% | 0.02% | +41.7% |
| GOVT | Buy | ISHARES TRus treasury etf | $413,000 | +141.5% | 16,564 | +152.6% | 0.02% | +142.9% |
| BXP | Buy | BOSTON PROPERTIES INC | $387,000 | -7.2% | 3,070 | +0.4% | 0.02% | -5.9% |
| WMB | Buy | WILLIAMS COS INC DEL | $378,000 | +1.9% | 12,114 | +0.4% | 0.02% | +6.7% |
| IEI | Buy | ISHARES TR3-7 yr tr bd etf | $358,000 | -2.7% | 2,920 | +0.5% | 0.02% | 0.0% |
| EIX | Buy | EDISON INTL | $363,000 | 0.0% | 5,048 | +0.4% | 0.02% | 0.0% |
| SE | Buy | SPECTRA ENERGY CORP | $357,000 | -3.5% | 8,683 | +0.5% | 0.02% | 0.0% |
| TFI | Buy | SPDR SER TRnuveen brc munic | $350,000 | +19.9% | 7,368 | +26.5% | 0.02% | +25.0% |
| O | Buy | REALTY INCOME CORP | $368,000 | +3.7% | 6,407 | +21.1% | 0.02% | 0.0% |
| MLPI | Buy | UBS AG JERSEY BRHalerian infrst | $369,000 | +29.9% | 13,000 | +30.0% | 0.02% | +25.0% |
| DE | Buy | DEERE & CO | $364,000 | +23.0% | 3,532 | +1.9% | 0.02% | +25.0% |
| FAST | Buy | FASTENAL CO | $335,000 | +1663.2% | 7,141 | +1469.5% | 0.01% | +1300.0% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $337,000 | +32.7% | 4,662 | +37.1% | 0.01% | +27.3% |
| CCEP | Buy | COCA COLA EUROPEAN PARTNERS | $329,000 | -20.7% | 10,498 | +0.7% | 0.01% | -17.6% |
| APD | Buy | AIR PRODS & CHEMS INC | $333,000 | -2.3% | 2,316 | +2.1% | 0.01% | 0.0% |
| HSY | Buy | HERSHEY CO | $315,000 | +9.8% | 3,046 | +1.4% | 0.01% | +8.3% |
| WELL | Buy | WELLTOWER INC | $309,000 | +15.7% | 4,630 | +29.3% | 0.01% | +18.2% |
| STJ | Buy | ST JUDE MED INC | $287,000 | +119.1% | 3,572 | +117.7% | 0.01% | +140.0% |
| GLW | Buy | CORNING INC | $282,000 | +12.8% | 11,604 | +9.6% | 0.01% | +20.0% |
| AMLP | Buy | ALPS ETF TRalerian mlp | $286,000 | +5.9% | 22,700 | +6.6% | 0.01% | +9.1% |
| CSX | Buy | CSX CORP | $271,000 | +21.0% | 7,553 | +3.0% | 0.01% | +22.2% |
| WAB | Buy | WABTEC CORP | $263,000 | +52.9% | 3,170 | +50.2% | 0.01% | +57.1% |
| WOOF | Buy | VCA INC | $267,000 | +43.5% | 3,890 | +46.0% | 0.01% | +37.5% |
| CME | Buy | CME GROUP INC | $277,000 | +19.4% | 2,394 | +8.1% | 0.01% | +10.0% |
| CIT | Buy | CIT GROUP INC | $260,000 | +185.7% | 6,091 | +142.5% | 0.01% | +175.0% |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $256,000 | -0.4% | 11,840 | +9.6% | 0.01% | 0.0% |
| CP | Buy | CANADIAN PAC RY LTD | $271,000 | +256.6% | 1,900 | +280.0% | 0.01% | +266.7% |
| TSCO | Buy | TRACTOR SUPPLY CO | $239,000 | +47.5% | 3,156 | +31.4% | 0.01% | +42.9% |
| HRB | Buy | BLOCK H & R INC | $253,000 | +1050.0% | 10,988 | +1037.5% | 0.01% | +900.0% |
| GWW | Buy | GRAINGER W W INC | $232,000 | +20.2% | 997 | +15.8% | 0.01% | +25.0% |
| VTR | Buy | VENTAS INC | $252,000 | +7.7% | 4,035 | +21.6% | 0.01% | 0.0% |
| RDUS | New | RADIUS HEALTH INC | $245,000 | – | 6,435 | +100.0% | 0.01% | – |
| MRO | Buy | MARATHON OIL CORP | $231,000 | +99.1% | 13,341 | +81.7% | 0.01% | +100.0% |
| MIC | Buy | MACQUARIE INFRASTRUCTURE COR | $238,000 | +349.1% | 2,911 | +358.4% | 0.01% | +400.0% |
| TUSK | New | MAMMOTH ENERGY SVCS INC | $228,000 | – | 15,000 | +100.0% | 0.01% | – |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $226,000 | +707.1% | 3,075 | +860.9% | 0.01% | +800.0% |
| MTB | Buy | M & T BK CORP | $212,000 | +35.0% | 1,359 | +0.6% | 0.01% | +50.0% |
| EQT | Buy | EQT CORP | $223,000 | +2.3% | 3,418 | +13.9% | 0.01% | 0.0% |
| CAH | Buy | CARDINAL HEALTH INC | $213,000 | +126.6% | 2,958 | +144.1% | 0.01% | +125.0% |
| MTN | New | VAIL RESORTS INC | $215,000 | – | 1,330 | +100.0% | 0.01% | – |
| EL | Buy | LAUDER ESTEE COS INCcl a | $213,000 | -2.7% | 2,792 | +12.8% | 0.01% | 0.0% |
| SON | Buy | SONOCO PRODS CO | $214,000 | +39.9% | 4,053 | +39.6% | 0.01% | +50.0% |
| HSIC | Buy | SCHEIN HENRY INC | $183,000 | -6.6% | 1,208 | +0.7% | 0.01% | 0.0% |
| VNO | Buy | VORNADO RLTY TRsh ben int | $199,000 | +26.8% | 1,910 | +23.1% | 0.01% | +33.3% |
| EMN | Buy | EASTMAN CHEM CO | $197,000 | +25.5% | 2,624 | +13.1% | 0.01% | +33.3% |
| GPN | Buy | GLOBAL PMTS INC | $188,000 | -8.3% | 2,699 | +0.6% | 0.01% | 0.0% |
| COTY | New | COTY INC | $187,000 | – | 10,198 | +100.0% | 0.01% | – |
| AEE | Buy | AMEREN CORP | $190,000 | +7.3% | 3,624 | +0.7% | 0.01% | +14.3% |
| ALXN | Buy | ALEXION PHARMACEUTICALS INC | $190,000 | 0.0% | 1,556 | +0.4% | 0.01% | 0.0% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $190,000 | +2.2% | 2,340 | +0.9% | 0.01% | 0.0% |
| WRI | Buy | WEINGARTEN RLTY INVSsh ben int | $161,000 | +37.6% | 4,500 | +50.0% | 0.01% | +40.0% |
| YHOO | Buy | YAHOO INC | $174,000 | +138.4% | 4,511 | +166.9% | 0.01% | +133.3% |
| GTY | New | GETTY RLTY CORP NEW | $167,000 | – | 6,536 | +100.0% | 0.01% | – |
| CERN | Buy | CERNER CORP | $166,000 | -22.1% | 3,487 | +0.8% | 0.01% | -22.2% |
| ONCE | New | SPARK THERAPEUTICS INC | $150,000 | – | 3,000 | +100.0% | 0.01% | – |
| WES | Buy | WESTERN GAS PARTNERS LP | $154,000 | +40.0% | 2,625 | +31.2% | 0.01% | +20.0% |
| MJN | Buy | MEAD JOHNSON NUTRITION CO | $141,000 | -10.2% | 2,005 | +0.9% | 0.01% | 0.0% |
| DLTR | Buy | DOLLAR TREE INC | $135,000 | -1.5% | 1,752 | +1.0% | 0.01% | 0.0% |
| XPH | New | SPDR SERIES TRUSTs&p pharmac | $150,000 | – | 3,835 | +100.0% | 0.01% | – |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $137,000 | +3.0% | 5,919 | +0.9% | 0.01% | 0.0% |
| WPX | Buy | WPX ENERGY INC | $145,000 | +2316.7% | 10,012 | +1906.4% | 0.01% | – |
| DVA | New | DAVITA INC | $144,000 | – | 2,250 | +100.0% | 0.01% | – |
| XLE | Buy | SELECT SECTOR SPDR TRsbi int-energy | $143,000 | +27.7% | 1,893 | +19.2% | 0.01% | +20.0% |
| FLIR | New | FLIR SYS INC | $143,000 | – | 3,950 | +100.0% | 0.01% | – |
| CMP | New | COMPASS MINERALS INTL INC | $135,000 | – | 1,725 | +100.0% | 0.01% | – |
| LYV | New | LIVE NATION ENTERTAINMENT IN | $135,000 | – | 5,063 | +100.0% | 0.01% | – |
| PEZ | New | POWERSHARES ETF TRUSTcon discre sec | $153,000 | – | 3,623 | +100.0% | 0.01% | – |
| GPC | Buy | GENUINE PARTS CO | $139,000 | +75.9% | 1,455 | +83.9% | 0.01% | +100.0% |
| IFF | Buy | INTERNATIONAL FLAVORS&FRAGRA | $154,000 | +148.4% | 1,310 | +201.1% | 0.01% | +100.0% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $156,000 | +403.2% | 1,666 | +550.8% | 0.01% | +500.0% |
| DLR | Buy | DIGITAL RLTY TR INC | $123,000 | +28.1% | 1,250 | +26.4% | 0.01% | +25.0% |
| DFS | Buy | DISCOVER FINL SVCS | $111,000 | +32.1% | 1,543 | +3.6% | 0.01% | +66.7% |
| FEYE | New | FIREEYE INC | $122,000 | – | 10,225 | +100.0% | 0.01% | – |
| FEI | New | FIRST TR MLP & ENERGY INCOME | $127,000 | – | 7,865 | +100.0% | 0.01% | – |
| BHI | Buy | BAKER HUGHES INC | $112,000 | +64.7% | 1,729 | +29.0% | 0.01% | +66.7% |
| ADI | Buy | ANALOG DEVICES INC | $131,000 | +14.9% | 1,803 | +1.7% | 0.01% | 0.0% |
| IXJ | Buy | ISHARES TRglob hlthcre etf | $118,000 | +372.0% | 1,245 | +408.2% | 0.01% | +400.0% |
| ETN | Buy | EATON CORP PLC | $118,000 | +8.3% | 1,758 | +6.0% | 0.01% | 0.0% |
| MIDD | Buy | MIDDLEBY CORP | $114,000 | +25.3% | 885 | +20.4% | 0.01% | +25.0% |
| TSN | Buy | TYSON FOODS INCcl a | $113,000 | +11.9% | 1,845 | +36.5% | 0.01% | +25.0% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC | $118,000 | +57.3% | 1,835 | +52.9% | 0.01% | +66.7% |
| KN | Buy | KNOWLES CORP | $127,000 | +4133.3% | 7,582 | +3168.1% | 0.01% | – |
| BWXT | Buy | BWX TECHNOLOGIES INC | $96,000 | +2300.0% | 2,422 | +2396.9% | 0.00% | – |
| CCC | New | CALGON CARBON CORP | $88,000 | – | 5,200 | +100.0% | 0.00% | – |
| DGI | New | DIGITALGLOBE INC | $104,000 | – | 3,625 | +100.0% | 0.00% | – |
| ENTG | New | ENTEGRIS INC | $103,000 | – | 5,775 | +100.0% | 0.00% | – |
| HPQ | Buy | HP INC | $97,000 | -2.0% | 6,526 | +2.3% | 0.00% | 0.0% |
| HST | Buy | HOST HOTELS & RESORTS INC | $89,000 | +1012.5% | 4,699 | +841.7% | 0.00% | – |
| LNN | New | LINDSAY CORP | $104,000 | – | 1,400 | +100.0% | 0.00% | – |
| LGFA | New | LIONS GATE ENTMNT CORPcl a vtg | $87,000 | – | 3,243 | +100.0% | 0.00% | – |
| OMC | Buy | OMNICOM GROUP INC | $89,000 | +25.4% | 1,045 | +24.4% | 0.00% | +33.3% |
| SWK | Buy | STANLEY BLACK & DECKER INC | $102,000 | +537.5% | 890 | +600.8% | 0.00% | +300.0% |
| USG | New | U S G CORP | $103,000 | – | 3,550 | +100.0% | 0.00% | – |
| UAA | Buy | UNDER ARMOUR INCcl a | $99,000 | -13.9% | 3,416 | +14.7% | 0.00% | -20.0% |
| UA | Buy | UNDER ARMOUR INCcl c | $90,000 | -12.6% | 3,593 | +17.8% | 0.00% | 0.0% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $94,000 | +6.8% | 705 | +6.2% | 0.00% | 0.0% |
| VSM | New | VERSUM MATLS INC | $95,000 | – | 3,390 | +100.0% | 0.00% | – |
| YUMC | New | YUM CHINA HLDGS INC | $105,000 | – | 4,039 | +100.0% | 0.00% | – |
| AVGO | Buy | BROADCOM LTD | $98,000 | +15.3% | 554 | +12.4% | 0.00% | 0.0% |
| NTRS | Buy | NORTHERN TR CORP | $65,000 | +51.2% | 734 | +15.0% | 0.00% | +50.0% |
| IP | Buy | INTL PAPER CO | $66,000 | +135.7% | 1,231 | +114.1% | 0.00% | +200.0% |
| BMS | New | BEMIS INC | $84,000 | – | 1,750 | +100.0% | 0.00% | – |
| LRCX | Buy | LAM RESEARCH CORP | $65,000 | +14.0% | 617 | +2.3% | 0.00% | +50.0% |
| CCMP | New | CABOT MICROELECTRONICS CORP | $69,000 | – | 1,100 | +100.0% | 0.00% | – |
| HYH | Buy | HALYARD HEALTH INC | $62,000 | +6100.0% | 1,680 | +5500.0% | 0.00% | – |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $68,000 | +58.1% | 644 | +60.2% | 0.00% | +50.0% |
| CI | Buy | CIGNA CORPORATION | $61,000 | +84.8% | 458 | +78.9% | 0.00% | +200.0% |
| IEUR | Buy | ISHARES TRcore msci euro | $78,000 | +36.8% | 1,920 | +40.1% | 0.00% | +50.0% |
| HOLX | Buy | HOLOGIC INC | $84,000 | +3.7% | 2,110 | +1.4% | 0.00% | 0.0% |
| KLAC | New | KLA-TENCOR CORP | $83,000 | – | 1,057 | +100.0% | 0.00% | – |
| LGFB | New | LIONS GATE ENTMNT CORPcl b non vtg | $80,000 | – | 3,243 | +100.0% | 0.00% | – |
| TTC | Buy | TORO CO | $67,000 | +252.6% | 1,212 | +203.0% | 0.00% | +200.0% |
| THS | Buy | TREEHOUSE FOODS INC | $66,000 | +4.8% | 915 | +27.1% | 0.00% | 0.0% |
| FLS | Buy | FLOWSERVE CORP | $82,000 | +1.2% | 1,707 | +2.5% | 0.00% | 0.0% |
| UTHR | New | UNITED THERAPEUTICS CORP DEL | $72,000 | – | 500 | +100.0% | 0.00% | – |
| PKI | New | PERKINELMER INC | $78,000 | – | 1,500 | +100.0% | 0.00% | – |
| IR | Buy | INGERSOLL-RAND PLC | $69,000 | +81.6% | 912 | +62.9% | 0.00% | +50.0% |
| FL | Buy | FOOT LOCKER INC | $68,000 | +6.2% | 961 | +1.7% | 0.00% | 0.0% |
| 3106PS | Buy | DELPHI AUTOMOTIVE PLC | $81,000 | +22.7% | 1,205 | +30.8% | 0.00% | 0.0% |
| ECOM | New | CHANNELADVISOR CORP | $62,000 | – | 4,300 | +100.0% | 0.00% | – |
| KOPN | Buy | KOPIN CORP | $70,000 | +52.2% | 24,800 | +16.4% | 0.00% | +50.0% |
| NUE | Buy | NUCOR CORP | $72,000 | +1100.0% | 1,198 | +898.3% | 0.00% | – |
| NJR | Buy | NEW JERSEY RES | $58,000 | +93.3% | 1,625 | +80.6% | 0.00% | +100.0% |
| CMA | Buy | COMERICA INC | $37,000 | +48.0% | 545 | +3.6% | 0.00% | +100.0% |
| UTF | New | COHEN & STEERS INFRASTRUCTUR | $43,000 | – | 2,241 | +100.0% | 0.00% | – |
| FOXA | Buy | TWENTY FIRST CENTY FOX INCcl a | $54,000 | +125.0% | 1,943 | +95.9% | 0.00% | +100.0% |
| CALM | Buy | CAL MAINE FOODS INC | $51,000 | +121.7% | 1,150 | +91.7% | 0.00% | +100.0% |
| TROW | Buy | PRICE T ROWE GROUP INC | $57,000 | +256.2% | 755 | +202.0% | 0.00% | +100.0% |
| CST | Buy | CST BRANDS INC | $50,000 | +4900.0% | 1,047 | +4659.1% | 0.00% | – |
| CMS | Buy | CMS ENERGY CORP | $49,000 | +69.0% | 1,173 | +67.1% | 0.00% | +100.0% |
| NSC | Buy | NORFOLK SOUTHERN CORP | $37,000 | +27.6% | 346 | +16.1% | 0.00% | +100.0% |
| WAT | Buy | WATERS CORP | $58,000 | +1060.0% | 432 | +1340.0% | 0.00% | – |
| ADSK | Buy | AUTODESK INC | $41,000 | +5.1% | 560 | +2.9% | 0.00% | 0.0% |
| DNOW | Buy | NOW INC | $39,000 | +3800.0% | 1,925 | +3750.0% | 0.00% | – |
| MHK | Buy | MOHAWK INDS INC | $39,000 | +2.6% | 197 | +3.7% | 0.00% | 0.0% |
| AON | Buy | AON PLC | $47,000 | +2.2% | 421 | +4.0% | 0.00% | 0.0% |
| K | Buy | KELLOGG CO | $48,000 | -2.0% | 645 | +3.0% | 0.00% | 0.0% |
| FLO | New | FLOWERS FOODS INC | $56,000 | – | 2,808 | +100.0% | 0.00% | – |
| PNR | Buy | PENTAIR PLC | $55,000 | -11.3% | 990 | +3.0% | 0.00% | -33.3% |
| UBS | Buy | UBS GROUP AG | $51,000 | +24.4% | 3,240 | +8.0% | 0.00% | 0.0% |
| JLL | Buy | JONES LANG LASALLE INC | $47,000 | +14.6% | 465 | +31.0% | 0.00% | 0.0% |
| FISV | Buy | FISERV INC | $46,000 | +9.5% | 436 | +3.8% | 0.00% | 0.0% |
| IPAC | Buy | ISHARES TRcore msci pac | $47,000 | +34.3% | 968 | +38.7% | 0.00% | +100.0% |
| IYF | New | ISHARES TRu.s. finls etf | $51,000 | – | 500 | +100.0% | 0.00% | – |
| FITB | Buy | FIFTH THIRD BANCORP | $52,000 | +116.7% | 1,898 | +62.2% | 0.00% | +100.0% |
| SRE | Buy | SEMPRA ENERGY | $42,000 | -4.5% | 422 | +3.2% | 0.00% | 0.0% |
| LUV | Buy | SOUTHWEST AIRLS CO | $60,000 | +900.0% | 1,212 | +724.5% | 0.00% | – |
| DLB | New | DOLBY LABORATORIES INC | $55,000 | – | 1,225 | +100.0% | 0.00% | – |
| HY | New | HYSTER YALE MATLS HANDLING Icl a | $57,000 | – | 900 | +100.0% | 0.00% | – |
| PDM | New | PIEDMONT OFFICE REALTY TR IN | $43,000 | – | 2,075 | +100.0% | 0.00% | – |
| CM | Buy | CDN IMPERIAL BK COMM TORONTO | $17,000 | +41.7% | 208 | +32.5% | 0.00% | – |
| HP | New | HELMERICH & PAYNE INC | $16,000 | – | 210 | +100.0% | 0.00% | – |
| RCI | Buy | ROGERS COMMUNICATIONS INCcl b | $15,000 | +7.1% | 400 | +18.7% | 0.00% | 0.0% |
| ROL | New | ROLLINS INC | $17,000 | – | 500 | +100.0% | 0.00% | – |
| MWA | Buy | MUELLER WTR PRODS INC | $33,000 | +73.7% | 2,500 | +66.7% | 0.00% | 0.0% |
| TYL | New | TYLER TECHNOLOGIES INC | $14,000 | – | 100 | +100.0% | 0.00% | – |
| ADNT | New | ADIENT PLC | $24,000 | – | 416 | +100.0% | 0.00% | – |
| CFR | New | CULLEN FROST BANKERS INC | $19,000 | – | 214 | +100.0% | 0.00% | – |
| SLG | Buy | SL GREEN RLTY CORP | $14,000 | +7.7% | 132 | +10.0% | 0.00% | 0.0% |
| FCX | Buy | FREEPORT-MCMORAN INCcl b | $35,000 | +94.4% | 2,698 | +63.5% | 0.00% | 0.0% |
| FBHS | Buy | FORTUNE BRANDS HOME & SEC IN | $31,000 | +121.4% | 577 | +135.5% | 0.00% | 0.0% |
| CCL | Buy | CARNIVAL CORPunit 99/99/9999 | $18,000 | +20.0% | 330 | +10.0% | 0.00% | 0.0% |
| FTS | New | FORTIS INC | $24,000 | – | 785 | +100.0% | 0.00% | – |
| UE | Buy | URBAN EDGE PPTYS | $26,000 | +18.2% | 948 | +22.2% | 0.00% | 0.0% |
| TD | Buy | TORONTO DOMINION BK ONT | $28,000 | +250.0% | 562 | +203.8% | 0.00% | – |
| AEM | Buy | AGNICO EAGLE MINES LTD | $16,000 | 0.0% | 376 | +25.3% | 0.00% | 0.0% |
| NBR | Buy | NABORS INDUSTRIES LTD | $29,000 | +1350.0% | 1,774 | +1082.7% | 0.00% | – |
| HES | Buy | HESS CORP | $22,000 | +29.4% | 352 | +8.3% | 0.00% | 0.0% |
| FLOT | New | ISHARES TRfltg rate bd etf | $25,000 | – | 500 | +100.0% | 0.00% | – |
| FLR | Buy | FLUOR CORP NEW | $23,000 | +15.0% | 429 | +10.6% | 0.00% | 0.0% |
| RRD | New | DONNELLEY R R & SONS CO | $16,000 | – | 999 | +100.0% | 0.00% | – |
| MNST | Buy | MONSTER BEVERAGE CORP NEW | $13,000 | -23.5% | 289 | +155.8% | 0.00% | 0.0% |
| PDCO | Buy | PATTERSON COMPANIES INC | $16,000 | +300.0% | 400 | +412.8% | 0.00% | – |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $34,000 | +3.0% | 444 | +3.7% | 0.00% | 0.0% |
| HASI | Buy | HANNON ARMSTRONG SUST INFR C | $26,000 | 0.0% | 1,365 | +21.9% | 0.00% | 0.0% |
| HYG | New | ISHARES TRiboxx hi yd etf | $33,000 | – | 385 | +100.0% | 0.00% | – |
| MYL | Buy | MYLAN N V | $16,000 | +6.7% | 437 | +9.2% | 0.00% | 0.0% |
| MCA | New | BLACKROCK MUNIYIELD CALI QLT | $22,000 | – | 1,500 | +100.0% | 0.00% | – |
| NBL | Buy | NOBLE ENERGY INC | $17,000 | +21.4% | 442 | +10.5% | 0.00% | 0.0% |
| DGX | Buy | QUEST DIAGNOSTICS INC | $16,000 | +100.0% | 173 | +73.0% | 0.00% | – |
| HWKN | New | HAWKINS INC | $20,000 | – | 375 | +100.0% | 0.00% | – |
| BMO | Buy | BANK MONTREAL QUE | $17,000 | +466.7% | 240 | +515.4% | 0.00% | – |
| IPGP | New | IPG PHOTONICS CORP | $32,000 | – | 325 | +100.0% | 0.00% | – |
| CFG | Buy | CITIZENS FINL GROUP INC | $31,000 | +675.0% | 879 | +486.0% | 0.00% | – |
| AVB | Buy | AVALONBAY CMNTYS INC | $27,000 | +3.8% | 153 | +4.8% | 0.00% | 0.0% |
| WHR | Buy | WHIRLPOOL CORP | $34,000 | +78.9% | 190 | +58.3% | 0.00% | 0.0% |
| ILG | New | ILG INC | $13,000 | – | 758 | +100.0% | 0.00% | – |
| MLM | New | MARTIN MARIETTA MATLS INC | $1,000 | – | 6 | +100.0% | 0.00% | – |
| MAT | Buy | MATTEL INC | $4,000 | +33.3% | 137 | +37.0% | 0.00% | – |
| DGRO | New | ISHARES TRcore div grwth | $3,000 | – | 91 | +100.0% | 0.00% | – |
| EWJ | New | ISHARES INCmsci jpn etf new | $7,000 | – | 139 | +100.0% | 0.00% | – |
| TAP | New | MOLSON COORS BREWING COcl b | $1,000 | – | 15 | +100.0% | 0.00% | – |
| NLNK | New | NEWLINK GENETICS CORP | $3,000 | – | 250 | +100.0% | 0.00% | – |
| IRM | Buy | IRON MTN INC NEW | $7,000 | 0.0% | 218 | +19.1% | 0.00% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $1,000 | – | 2 | +100.0% | 0.00% | – |
| ISIL | New | INTERSIL CORPcl a | $2,000 | – | 86 | +100.0% | 0.00% | – |
| IPG | New | INTERPUBLIC GROUP COS INC | $1,000 | – | 49 | +100.0% | 0.00% | – |
| OTEX | New | OPEN TEXT CORP | $1,000 | – | 24 | +100.0% | 0.00% | – |
| OSUR | New | ORASURE TECHNOLOGIES INC | $1,000 | – | 141 | +100.0% | 0.00% | – |
| ICON | New | ICONIX BRAND GROUP INC | $9,000 | – | 1,000 | +100.0% | 0.00% | – |
| PKY | New | PARKWAY INC | $4,000 | – | 199 | +100.0% | 0.00% | – |
| PTXTQ | New | PERNIX THERAPEUTICS HLDGS IN | $0 | – | 5 | +100.0% | 0.00% | – |
| HBAN | New | HUNTINGTON BANCSHARES INC | $1,000 | – | 96 | +100.0% | 0.00% | – |
| HUM | Buy | HUMANA INC | $6,000 | +50.0% | 31 | +55.0% | 0.00% | – |
| HGTXU | New | HUGOTON RTY TR TEXunit ben int | $5,000 | – | 2,250 | +100.0% | 0.00% | – |
| PIPR | New | PIPER JAFFRAY COS | $0 | – | 4 | +100.0% | 0.00% | – |
| HFC | New | HOLLYFRONTIER CORP | $2,000 | – | 66 | +100.0% | 0.00% | – |
| POT | New | POTASH CORP SASK INC | $1,000 | – | 75 | +100.0% | 0.00% | – |
| HAS | New | HASBRO INC | $1,000 | – | 14 | +100.0% | 0.00% | – |
| HDS | New | HD SUPPLY HLDGS INC | $2,000 | – | 48 | +100.0% | 0.00% | – |
| RES | New | RPC INC | $1,000 | – | 73 | +100.0% | 0.00% | – |
| HCA | New | HCA HOLDINGS INC | $2,000 | – | 23 | +100.0% | 0.00% | – |
| RHT | Buy | RED HAT INC | $7,000 | 0.0% | 108 | +17.4% | 0.00% | – |
| RF | New | REGIONS FINL CORP NEW | $2,000 | – | 120 | +100.0% | 0.00% | – |
| QSR | New | RESTAURANT BRANDS INTL INC | $1,000 | – | 31 | +100.0% | 0.00% | – |
| COL | New | ROCKWELL COLLINS INC | $1,000 | – | 13 | +100.0% | 0.00% | – |
| FCEL | New | FUELCELL ENERGY INC | $0 | – | 31 | +100.0% | 0.00% | – |
| RY | New | ROYAL BK CDA MONTREAL QUE | $4,000 | – | 61 | +100.0% | 0.00% | – |
| FTR | New | FRONTIER COMMUNICATIONS CORP | $6,000 | – | 1,680 | +100.0% | 0.00% | – |
| SCG | New | SCANA CORP NEW | $1,000 | – | 16 | +100.0% | 0.00% | – |
| EQR | New | EQUITY RESIDENTIALsh ben int | $2,000 | – | 25 | +100.0% | 0.00% | – |
| NOW | New | SERVICENOW INC | $2,000 | – | 32 | +100.0% | 0.00% | – |
| SLW | New | SILVER WHEATON CORP | $5,000 | – | 233 | +100.0% | 0.00% | – |
| SWKS | New | SKYWORKS SOLUTIONS INC | $1,000 | – | 18 | +100.0% | 0.00% | – |
| ENS | New | ENERSYS | $2,000 | – | 22 | +100.0% | 0.00% | – |
| SNA | New | SNAP ON INC | $1,000 | – | 7 | +100.0% | 0.00% | – |
| ENB | Buy | ENBRIDGE INC | $8,000 | +300.0% | 191 | +354.8% | 0.00% | – |
| DFIN | New | DONNELLEY FINL SOLUTIONS INC | $9,000 | – | 375 | +100.0% | 0.00% | – |
| SLF | New | SUN LIFE FINL INC | $3,000 | – | 73 | +100.0% | 0.00% | – |
| CONE | New | CYRUSONE INC | $3,000 | – | 69 | +100.0% | 0.00% | – |
| TXT | New | TEXTRON INC | $1,000 | – | 28 | +100.0% | 0.00% | – |
| CXO | Buy | CONCHO RES INC | $7,000 | +40.0% | 53 | +32.5% | 0.00% | – |
| CBSH | Buy | COMMERCE BANCSHARES INC | $12,000 | +20.0% | 203 | +4.6% | 0.00% | – |
| CTXS | New | CITRIX SYS INC | $6,000 | – | 69 | +100.0% | 0.00% | – |
| ULTA | New | ULTA SALON COSMETCS & FRAG I | $1,000 | – | 5 | +100.0% | 0.00% | – |
| ULTI | New | ULTIMATE SOFTWARE GROUP INC | $3,000 | – | 17 | +100.0% | 0.00% | – |
| URI | New | UNITED RENTALS INC | $1,000 | – | 14 | +100.0% | 0.00% | – |
| CHK | New | CHESAPEAKE ENERGY CORP | $1,000 | – | 170 | +100.0% | 0.00% | – |
| KMX | New | CARMAX INC | $1,000 | – | 21 | +100.0% | 0.00% | – |
| CCJ | New | CAMECO CORP | $3,000 | – | 288 | +100.0% | 0.00% | – |
| MOO | New | VANECK VECTORS ETF TRagribusiness etf | $10,000 | – | 203 | +100.0% | 0.00% | – |
| CDNS | New | CADENCE DESIGN SYSTEM INC | $4,000 | – | 167 | +100.0% | 0.00% | – |
| CAE | New | CAE INC | $3,000 | – | 222 | +100.0% | 0.00% | – |
| VRNT | New | VERINT SYS INC | $1,000 | – | 19 | +100.0% | 0.00% | – |
| VIAB | Buy | VIACOM INC NEWcl b | $8,000 | +166.7% | 214 | +185.3% | 0.00% | – |
| VMW | Buy | VMWARE INC | $9,000 | +50.0% | 110 | +37.5% | 0.00% | – |
| VMC | New | VULCAN MATLS CO | $2,000 | – | 13 | +100.0% | 0.00% | – |
| BTEGF | New | BAYTEX ENERGY CORP | $1,000 | – | 300 | +100.0% | 0.00% | – |
| BNS | New | BANK N S HALIFAX | $3,000 | – | 59 | +100.0% | 0.00% | – |
| WCC | New | WESCO INTL INC | $2,000 | – | 24 | +100.0% | 0.00% | – |
| WTR | New | AQUA AMERICA INC | $2,000 | – | 61 | +100.0% | 0.00% | – |
| APRI | New | APRICUS BIOSCIENCES INC | $3,000 | – | 2,650 | +100.0% | 0.00% | – |
| DGRW | New | WISDOMTREE TRus qtly div grt | $3,000 | – | 78 | +100.0% | 0.00% | – |
| AME | New | AMETEK INC NEW | $1,000 | – | 26 | +100.0% | 0.00% | – |
| WYND | Buy | WYNDHAM WORLDWIDE CORP | $5,000 | +66.7% | 64 | +45.5% | 0.00% | – |
| LNT | New | ALLIANT ENERGY CORP | $1,000 | – | 32 | +100.0% | 0.00% | – |
| DB | New | DEUTSCHE BANK AGnamen akt | $2,000 | – | 128 | +100.0% | 0.00% | – |
| ALEX | New | ALEXANDER & BALDWIN INC NEW | $4,000 | – | 100 | +100.0% | 0.00% | – |
| AA | New | ALCOA CORP | $5,000 | – | 176 | +100.0% | 0.00% | – |
| BAP | New | CREDICORP LTD | $3,000 | – | 17 | +100.0% | 0.00% | – |
| AKAM | Buy | AKAMAI TECHNOLOGIES INC | $11,000 | +83.3% | 163 | +38.1% | 0.00% | – |
| WLTW | New | WILLIS TOWERS WATSON PUB LTD | $1,000 | – | 10 | +100.0% | 0.00% | – |
| ASIX | New | ADVANSIX INC | $12,000 | – | 553 | +100.0% | 0.00% | – |
| ACM | New | AECOM | $1,000 | – | 39 | +100.0% | 0.00% | – |
| FCAU | New | FIAT CHRYSLER AUTOMOBILES N | $2,000 | – | 208 | +100.0% | 0.00% | – |
| LW | New | LAMB WESTON HLDGS INC | $2,000 | – | 66 | +100.0% | 0.00% | – |
| LAMR | New | LAMAR ADVERTISING CO NEWcl a | $5,000 | – | 71 | +100.0% | 0.00% | – |
| LKSDQ | New | LSC COMMUNICATIONS INC | $11,000 | – | 375 | +100.0% | 0.00% | – |
| MGA | New | MAGNA INTL INC | $2,000 | – | 38 | +100.0% | 0.00% | – |
| MFC | New | MANULIFE FINL CORP | $3,000 | – | 172 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-02-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 45 | Q2 2024 | 6.8% |
| MICROSOFT CORP | 45 | Q2 2024 | 6.3% |
| MASTERCARD INCORPORATED | 45 | Q2 2024 | 3.9% |
| UNITEDHEALTH GROUP INC | 45 | Q2 2024 | 4.0% |
| HOME DEPOT INC | 45 | Q2 2024 | 3.2% |
| AMAZON COM INC | 45 | Q2 2024 | 4.4% |
| THERMO FISHER SCIENTIFIC INC | 45 | Q2 2024 | 3.7% |
| AMERICAN TOWER CORP NEW | 45 | Q2 2024 | 3.0% |
| AUTOZONE INC | 45 | Q2 2024 | 2.9% |
| ACCENTURE PLC IRELAND | 45 | Q2 2024 | 2.7% |
View Evercore Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View Evercore Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.