$2.59 Billion is the total value of Evercore Wealth Management, LLC's 1339 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 66.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Buy | AMAZON COM INC | $58,905,000 | +9.8% | 60,852 | +0.6% | 2.28% | +8.3% |
| CE | Buy | CELANESE CORP DEL | $52,106,000 | +5.7% | 548,828 | +0.0% | 2.01% | +4.3% |
| ACN | Buy | ACCENTURE PLC IRELAND | $46,352,000 | +3.7% | 374,767 | +0.5% | 1.79% | +2.3% |
| BLK | Buy | BLACKROCK INC | $39,120,000 | +10.6% | 92,610 | +0.4% | 1.51% | +9.1% |
| NKE | Buy | NIKE INCcl b | $38,343,000 | +6.2% | 649,878 | +0.3% | 1.48% | +4.8% |
| SYF | Buy | SYNCHRONY FINL | $38,104,000 | -9.9% | 1,277,803 | +3.7% | 1.47% | -11.1% |
| LW | Buy | LAMB WESTON HLDGS INC | $37,083,000 | +17.8% | 842,035 | +12.5% | 1.43% | +16.2% |
| DLN | Buy | WISDOMTREE TRus largecap divd | $36,401,000 | +4.4% | 432,931 | +3.0% | 1.41% | +3.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $35,440,000 | +2.8% | 209,248 | +1.1% | 1.37% | +1.5% |
| WRK | Buy | WESTROCK CO | $34,630,000 | +10.1% | 611,189 | +1.1% | 1.34% | +8.6% |
| WBT | New | WELBILT INC | $18,326,000 | – | 972,167 | +100.0% | 0.71% | – |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $17,045,000 | +6.8% | 70,493 | +4.1% | 0.66% | +5.3% |
| EFA | Buy | ISHARES TRmsci eafe etf | $15,001,000 | +7.9% | 230,079 | +3.1% | 0.58% | +6.4% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $12,028,000 | +4.2% | 49,412 | +1.6% | 0.46% | +2.7% |
| JPM | Buy | JPMORGAN CHASE & CO | $10,037,000 | +18.3% | 109,814 | +13.7% | 0.39% | +16.9% |
| UTX | Buy | UNITED TECHNOLOGIES CORP | $8,591,000 | +16.2% | 70,354 | +6.8% | 0.33% | +14.9% |
| INTC | Buy | INTEL CORP | $8,108,000 | -5.9% | 240,313 | +0.6% | 0.31% | -7.1% |
| ORCL | Buy | ORACLE CORP | $7,131,000 | +29.6% | 142,220 | +15.3% | 0.28% | +27.9% |
| IGIB | Buy | ISHARES TRinterm cr bd etf | $6,610,000 | +3.0% | 60,210 | +2.2% | 0.26% | +1.6% |
| AAXJ | Buy | ISHARES TRmsci ac asia etf | $6,567,000 | +7.7% | 97,356 | +0.5% | 0.25% | +6.3% |
| CHKP | Buy | CHECK POINT SOFTWARE TECH LTord | $5,910,000 | +6.6% | 54,181 | +0.3% | 0.23% | +5.1% |
| SYK | Buy | STRYKER CORP | $5,081,000 | +5.5% | 36,605 | +0.0% | 0.20% | +3.7% |
| CL | Buy | COLGATE PALMOLIVE CO | $4,401,000 | +3.7% | 59,371 | +2.4% | 0.17% | +2.4% |
| JBL | Buy | JABIL INC | $4,087,000 | +607.1% | 140,000 | +600.0% | 0.16% | +587.0% |
| FB | Buy | FACEBOOK INCcl a | $3,719,000 | +17.5% | 24,637 | +10.6% | 0.14% | +16.1% |
| IAU | Buy | ISHARES GOLD TRUSTishares | $3,669,000 | +1.0% | 307,260 | +1.6% | 0.14% | 0.0% |
| IRET | New | INVESTORS REAL ESTATE TRsh ben int | $3,297,000 | – | 530,929 | +100.0% | 0.13% | – |
| VOO | Buy | VANGUARD INDEX FDS | $3,243,000 | +78.1% | 14,600 | +73.4% | 0.12% | +76.1% |
| HON | Buy | HONEYWELL INTL INC | $3,209,000 | +11.2% | 24,075 | +4.2% | 0.12% | +9.7% |
| CELG | Buy | CELGENE CORP | $3,012,000 | +5.2% | 23,195 | +0.8% | 0.12% | +3.6% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,954,000 | +4.5% | 72,343 | +1.6% | 0.11% | +2.7% |
| DHR | Buy | DANAHER CORP DEL | $2,737,000 | +2.2% | 32,437 | +3.6% | 0.11% | +1.0% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $2,699,000 | +4.1% | 19,157 | +1.6% | 0.10% | +3.0% |
| TRV | Buy | TRAVELERS COMPANIES INC | $2,638,000 | +6.5% | 20,856 | +1.5% | 0.10% | +5.2% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $2,543,000 | +14.8% | 50,829 | +9.7% | 0.10% | +12.6% |
| AMGN | Buy | AMGEN INC | $2,469,000 | +18.7% | 14,334 | +13.1% | 0.10% | +17.3% |
| SPGI | Buy | S&P GLOBAL INC | $2,265,000 | +156.8% | 15,514 | +129.7% | 0.09% | +148.6% |
| WMT | Buy | WAL-MART STORES INC | $2,208,000 | +7.5% | 29,161 | +2.3% | 0.08% | +6.2% |
| LLY | Buy | LILLY ELI & CO | $2,141,000 | -2.1% | 26,014 | +0.0% | 0.08% | -3.5% |
| GD | Buy | GENERAL DYNAMICS CORP | $2,108,000 | +12.0% | 10,642 | +5.9% | 0.08% | +9.5% |
| NEE | Buy | NEXTERA ENERGY INC | $2,109,000 | +10.2% | 15,050 | +0.9% | 0.08% | +8.0% |
| DVY | Buy | ISHARES TRselect divid etf | $1,955,000 | +2.9% | 21,195 | +1.6% | 0.08% | +1.4% |
| VNQ | Buy | VANGUARD INDEX FDSreit etf | $1,676,000 | +1.1% | 20,137 | +0.4% | 0.06% | 0.0% |
| GIS | Buy | GENERAL MLS INC | $1,518,000 | -5.5% | 27,401 | +0.7% | 0.06% | -6.3% |
| COG | Buy | CABOT OIL & GAS CORP | $1,387,000 | +6.6% | 55,297 | +1.6% | 0.05% | +5.9% |
| IDXX | New | IDEXX LABS INCcall | $1,291,000 | – | 8,000 | +100.0% | 0.05% | – |
| DOV | Buy | DOVER CORP | $1,103,000 | +0.6% | 13,755 | +0.9% | 0.04% | 0.0% |
| ATHN | Buy | ATHENAHEALTH INC | $997,000 | +26.4% | 7,094 | +1.3% | 0.04% | +25.8% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $975,000 | +11.0% | 22,576 | +10.8% | 0.04% | +11.8% |
| JUNO | Buy | JUNO THERAPEUTICS INC | $958,000 | +43.6% | 32,062 | +6.7% | 0.04% | +42.3% |
| PXD | Buy | PIONEER NAT RES CO | $936,000 | -12.8% | 5,865 | +1.8% | 0.04% | -14.3% |
| MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $921,000 | +4.9% | 12,927 | +13.2% | 0.04% | +5.9% |
| GBDC | Buy | GOLUB CAP BDC INC | $834,000 | -2.6% | 43,637 | +1.4% | 0.03% | -3.0% |
| CSX | Buy | CSX CORP | $794,000 | +152.9% | 14,547 | +115.7% | 0.03% | +158.3% |
| BA | Buy | BOEING CO | $753,000 | +19.3% | 3,804 | +6.7% | 0.03% | +16.0% |
| IEFA | Buy | ISHARES TRcore msci eafe | $711,000 | +41.1% | 11,678 | +34.4% | 0.03% | +35.0% |
| FTV | Buy | FORTIVE CORP | $679,000 | +7.8% | 10,720 | +2.5% | 0.03% | +4.0% |
| IP | Buy | INTL PAPER CO | $671,000 | +794.7% | 11,851 | +698.6% | 0.03% | +766.7% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $681,000 | +13.1% | 5,649 | +10.7% | 0.03% | +8.3% |
| ADI | Buy | ANALOG DEVICES INC | $613,000 | -0.6% | 7,882 | +4.7% | 0.02% | 0.0% |
| NSC | Buy | NORFOLK SOUTHERN CORP | $620,000 | +1778.8% | 5,096 | +1610.1% | 0.02% | +2300.0% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $543,000 | +10.8% | 5,405 | +3.8% | 0.02% | +10.5% |
| C | Buy | CITIGROUP INC | $533,000 | +14.6% | 7,977 | +2.5% | 0.02% | +16.7% |
| NWL | Buy | NEWELL BRANDS INC | $536,000 | +19.9% | 9,985 | +5.3% | 0.02% | +23.5% |
| STI | Buy | SUNTRUST BKS INC | $523,000 | +481.1% | 9,216 | +462.0% | 0.02% | +400.0% |
| APD | Buy | AIR PRODS & CHEMS INC | $488,000 | +62.1% | 3,414 | +53.4% | 0.02% | +58.3% |
| BHI | Buy | BAKER HUGHES INC | $470,000 | +276.0% | 8,621 | +312.9% | 0.02% | +260.0% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $472,000 | -1.9% | 2,129 | +1.8% | 0.02% | -5.3% |
| CDW | Buy | CDW CORP | $426,000 | +11.8% | 6,820 | +3.4% | 0.02% | +6.7% |
| ETP | New | ENERGY TRANSFER PARTNERS LPunit ltd prt int | $377,000 | – | 18,460 | +100.0% | 0.02% | – |
| TUSK | Buy | MAMMOTH ENERGY SVCS INC | $372,000 | +15.2% | 20,000 | +33.3% | 0.01% | +7.7% |
| AMLP | Buy | ALPS ETF TRalerian mlp | $375,000 | -3.1% | 31,350 | +3.0% | 0.01% | -6.7% |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $373,000 | +27.7% | 13,463 | +14.7% | 0.01% | +27.3% |
| SXT | Buy | SENSIENT TECHNOLOGIES CORP | $344,000 | +8.5% | 4,275 | +6.9% | 0.01% | +8.3% |
| GLW | Buy | CORNING INC | $338,000 | +14.6% | 11,263 | +3.0% | 0.01% | +8.3% |
| LUMN | Buy | CENTURYLINK INC | $332,000 | +5.7% | 13,885 | +4.1% | 0.01% | +8.3% |
| LBTYA | Buy | LIBERTY GLOBAL PLC | $310,000 | +73.2% | 9,655 | +93.1% | 0.01% | +71.4% |
| NI | Buy | NISOURCE INC | $254,000 | +18.7% | 10,025 | +11.4% | 0.01% | +25.0% |
| CAG | Buy | CONAGRA BRANDS INC | $226,000 | 0.0% | 6,325 | +12.9% | 0.01% | 0.0% |
| CMS | Buy | CMS ENERGY CORP | $225,000 | +235.8% | 4,866 | +223.5% | 0.01% | +200.0% |
| NOW | Buy | SERVICENOW INC | $239,000 | +7866.7% | 2,255 | +6946.9% | 0.01% | – |
| GOVT | Buy | ISHARES TRus treasury etf | $235,000 | +71.5% | 9,304 | +70.3% | 0.01% | +80.0% |
| AEE | Buy | AMEREN CORP | $216,000 | +9.6% | 3,950 | +9.7% | 0.01% | 0.0% |
| XRAY | Buy | DENTSPLY SIRONA INC | $201,000 | +15.5% | 3,096 | +10.8% | 0.01% | +14.3% |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $220,000 | +714.8% | 3,987 | +656.5% | 0.01% | +700.0% |
| INTU | Buy | INTUIT | $198,000 | +23.0% | 1,496 | +7.5% | 0.01% | +33.3% |
| SU | Buy | SUNCOR ENERGY INC NEW | $195,000 | +2.1% | 6,675 | +7.7% | 0.01% | +14.3% |
| BBT | Buy | BB&T CORP | $203,000 | +5.7% | 4,470 | +4.1% | 0.01% | 0.0% |
| AABA | New | ALTABA INC | $215,000 | – | 3,950 | +100.0% | 0.01% | – |
| ALB | Buy | ALBEMARLE CORP | $213,000 | +719.2% | 2,020 | +724.5% | 0.01% | +700.0% |
| ALXN | Buy | ALEXION PHARMACEUTICALS INC | $202,000 | +8.0% | 1,665 | +8.1% | 0.01% | +14.3% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $195,000 | +8.3% | 2,500 | +8.2% | 0.01% | +14.3% |
| MBB | Buy | ISHARES TRmbs etf | $204,000 | +74.4% | 1,915 | +73.9% | 0.01% | +60.0% |
| PEG | Buy | PUBLIC SVC ENTERPRISE GROUP | $186,000 | +2.2% | 4,323 | +5.0% | 0.01% | 0.0% |
| IEMG | Buy | ISHARES INCcore msci emkt | $187,000 | +53.3% | 3,729 | +45.5% | 0.01% | +40.0% |
| ETN | Buy | EATON CORP PLC | $148,000 | +7.2% | 1,896 | +2.2% | 0.01% | +20.0% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $158,000 | +154.8% | 614 | +132.6% | 0.01% | +200.0% |
| WEC | Buy | WEC ENERGY GROUP INC | $143,000 | +10.9% | 2,325 | +9.4% | 0.01% | +20.0% |
| DHI | Buy | D R HORTON INC | $128,000 | +9.4% | 3,700 | +5.7% | 0.01% | 0.0% |
| HPQ | Buy | HP INC | $119,000 | +11.2% | 6,793 | +14.0% | 0.01% | +25.0% |
| LADR | New | LADDER CAP CORPcl a | $134,000 | – | 10,000 | +100.0% | 0.01% | – |
| FLS | Buy | FLOWSERVE CORP | $120,000 | +34.8% | 2,593 | +41.2% | 0.01% | +66.7% |
| PLD | Buy | PROLOGIS INC | $134,000 | +34.0% | 2,270 | +18.2% | 0.01% | +25.0% |
| EQIX | Buy | EQUINIX INC | $93,000 | +20.8% | 216 | +12.5% | 0.00% | +33.3% |
| EVR | Buy | EVERCORE PARTNERS INCclass a | $108,000 | +38.5% | 1,536 | +53.6% | 0.00% | +33.3% |
| RSG | Buy | REPUBLIC SVCS INC | $102,000 | +52.2% | 1,593 | +48.6% | 0.00% | +33.3% |
| HUM | Buy | HUMANA INC | $93,000 | +2225.0% | 387 | +1835.0% | 0.00% | – |
| PNR | Buy | PENTAIR PLC | $92,000 | +48.4% | 1,386 | +40.0% | 0.00% | +100.0% |
| BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $104,000 | – | 945 | +100.0% | 0.00% | – |
| NVDA | Buy | NVIDIA CORP | $110,000 | +80.3% | 765 | +36.9% | 0.00% | +100.0% |
| AAL | Buy | AMERICAN AIRLS GROUP INC | $77,000 | +26.2% | 1,543 | +6.9% | 0.00% | +50.0% |
| DNKN | Buy | DUNKIN BRANDS GROUP INC | $70,000 | +27.3% | 1,265 | +26.5% | 0.00% | +50.0% |
| FIVE | Buy | FIVE BELOW INC | $78,000 | +34.5% | 1,582 | +18.9% | 0.00% | +50.0% |
| HUBB | Buy | HUBBELL INC | $76,000 | +111.1% | 675 | +125.0% | 0.00% | +200.0% |
| LEN | Buy | LENNAR CORPcl a | $71,000 | +163.0% | 1,324 | +152.2% | 0.00% | +200.0% |
| JWN | Buy | NORDSTROM INC | $85,000 | +6.2% | 1,780 | +3.9% | 0.00% | 0.0% |
| PBA | New | PEMBINA PIPELINE CORP | $66,000 | – | 2,000 | +100.0% | 0.00% | – |
| SPSC | Buy | SPS COMM INC | $72,000 | +30.9% | 1,136 | +19.8% | 0.00% | +50.0% |
| VVV | New | VALVOLINE INC | $76,000 | – | 3,198 | +100.0% | 0.00% | – |
| WFM | Buy | WHOLE FOODS MKT INC | $87,000 | +4250.0% | 2,075 | +2666.7% | 0.00% | – |
| AON | Buy | AON PLC | $67,000 | +39.6% | 505 | +24.7% | 0.00% | +50.0% |
| TEL | Buy | TE CONNECTIVITY LTD | $76,000 | +61.7% | 965 | +52.0% | 0.00% | +50.0% |
| BXMT | Buy | BLACKSTONE MTG TR INC | $51,000 | +54.5% | 1,625 | +54.8% | 0.00% | +100.0% |
| TSO | Buy | TESORO CORP | $48,000 | +77.8% | 518 | +55.1% | 0.00% | +100.0% |
| ETM | Buy | ENTERCOM COMMUNICATIONS CORPcl a | $62,000 | +8.8% | 6,000 | +50.0% | 0.00% | 0.0% |
| EXC | Buy | EXELON CORP | $44,000 | +15.8% | 1,193 | +11.7% | 0.00% | +100.0% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $51,000 | +70.0% | 595 | +58.7% | 0.00% | +100.0% |
| FISV | Buy | FISERV INC | $64,000 | +33.3% | 522 | +24.3% | 0.00% | 0.0% |
| IPGP | Buy | IPG PHOTONICS CORP | $64,000 | +64.1% | 445 | +36.9% | 0.00% | 0.0% |
| SRE | Buy | SEMPRA ENERGY | $63,000 | +40.0% | 559 | +36.7% | 0.00% | 0.0% |
| GDV | Buy | GABELLI DIVD & INCOME TR | $44,000 | +109.5% | 2,000 | +100.0% | 0.00% | +100.0% |
| HFC | Buy | HOLLYFRONTIER CORP | $45,000 | +2150.0% | 1,656 | +2409.1% | 0.00% | – |
| CMA | Buy | COMERICA INC | $44,000 | +22.2% | 601 | +14.3% | 0.00% | +100.0% |
| DTE | Buy | DTE ENERGY CO | $62,000 | +82.4% | 585 | +74.6% | 0.00% | +100.0% |
| KEY | New | KEYCORP NEW | $22,000 | – | 1,200 | +100.0% | 0.00% | – |
| NVS | New | NOVARTIS A Gsponsored adr | $25,000 | – | 300 | +100.0% | 0.00% | – |
| AMJ | New | JPMORGAN CHASE & COalerian ml etn | $15,000 | – | 500 | +100.0% | 0.00% | – |
| HEWJ | New | ISHARES TRhdg msci japan | $30,000 | – | 990 | +100.0% | 0.00% | – |
| PRAA | New | PRA GROUP INC | $13,000 | – | 337 | +100.0% | 0.00% | – |
| PEGA | New | PEGASYSTEMS INC | $16,000 | – | 273 | +100.0% | 0.00% | – |
| PBCT | New | PEOPLES UNITED FINANCIAL INC | $16,000 | – | 900 | +100.0% | 0.00% | – |
| SCZ | New | ISHARES TReafe sml cp etf | $20,000 | – | 352 | +100.0% | 0.00% | – |
| BKLN | New | POWERSHARES ETF TRUST IIsenior ln port | $28,000 | – | 1,189 | +100.0% | 0.00% | – |
| IRM | Buy | IRON MTN INC NEW | $14,000 | +100.0% | 408 | +123.0% | 0.00% | – |
| PRLB | New | PROTO LABS INC | $15,000 | – | 216 | +100.0% | 0.00% | – |
| RGC | Buy | REGAL ENTMT GROUPcl a | $28,000 | +55.6% | 1,405 | +75.6% | 0.00% | 0.0% |
| HST | New | HOST HOTELS & RESORTS INC | $14,000 | – | 770 | +100.0% | 0.00% | – |
| RBA | New | RITCHIE BROS AUCTIONEERS | $14,000 | – | 503 | +100.0% | 0.00% | – |
| HCSG | New | HEALTHCARE SVCS GRP INC | $15,000 | – | 320 | +100.0% | 0.00% | – |
| LOPE | New | GRAND CANYON ED INC | $25,000 | – | 319 | +100.0% | 0.00% | – |
| GRA | New | GRACE W R & CO DEL NEW | $25,000 | – | 350 | +100.0% | 0.00% | – |
| GNTX | Buy | GENTEX CORP | $23,000 | +53.3% | 1,253 | +77.0% | 0.00% | 0.0% |
| SEDG | New | SOLAREDGE TECHNOLOGIES INC | $33,000 | – | 1,655 | +100.0% | 0.00% | – |
| FE | New | FIRSTENERGY CORP | $15,000 | – | 500 | +100.0% | 0.00% | – |
| SBPH | New | SPRING BK PHARMACEUTICALS IN | $14,000 | – | 1,000 | +100.0% | 0.00% | – |
| SPLS | New | STAPLES INC | $14,000 | – | 1,400 | +100.0% | 0.00% | – |
| EXR | New | EXTRA SPACE STORAGE INC | $14,000 | – | 175 | +100.0% | 0.00% | – |
| ELLI | New | ELLIE MAE INC | $13,000 | – | 121 | +100.0% | 0.00% | – |
| TTE | New | TOTAL S Asponsored adr | $14,000 | – | 275 | +100.0% | 0.00% | – |
| TRU | New | TRANSUNION | $18,000 | – | 425 | +100.0% | 0.00% | – |
| DEI | New | DOUGLAS EMMETT INC | $13,000 | – | 350 | +100.0% | 0.00% | – |
| UMPQ | New | UMPQUA HLDGS CORP | $14,000 | – | 750 | +100.0% | 0.00% | – |
| DXC | New | DXC TECHNOLOGY CO | $21,000 | – | 274 | +100.0% | 0.00% | – |
| CSGP | New | COSTAR GROUP INC | $13,000 | – | 51 | +100.0% | 0.00% | – |
| CXO | Buy | CONCHO RES INC | $14,000 | +180.0% | 115 | +187.5% | 0.00% | – |
| CHE | New | CHEMED CORP NEW | $15,000 | – | 74 | +100.0% | 0.00% | – |
| WCN | Buy | WASTE CONNECTIONS INC | $19,000 | +11.8% | 294 | +50.0% | 0.00% | 0.0% |
| BTI | New | BRITISH AMERN TOB PLCsponsored adr | $24,000 | – | 350 | +100.0% | 0.00% | – |
| BLL | Buy | BALL CORP | $34,000 | +6.2% | 800 | +87.4% | 0.00% | 0.0% |
| ATO | New | ATMOS ENERGY CORP | $22,000 | – | 265 | +100.0% | 0.00% | – |
| XRX | New | XEROX CORP | $14,000 | – | 500 | +100.0% | 0.00% | – |
| ATH | New | ATHENE HLDG LTDcl a | $24,000 | – | 475 | +100.0% | 0.00% | – |
| LNT | New | ALLIANT ENERGY CORP | $16,000 | – | 400 | +100.0% | 0.00% | – |
| MCO | Buy | MOODYS CORP | $18,000 | +800.0% | 150 | +782.4% | 0.00% | – |
| LKQ | New | LKQ CORP | $30,000 | – | 900 | +100.0% | 0.00% | – |
| MSI | New | MOTOROLA SOLUTIONS INC | $22,000 | – | 255 | +100.0% | 0.00% | – |
| NATI | New | NATIONAL INSTRS CORP | $22,000 | – | 537 | +100.0% | 0.00% | – |
| DPLO | New | DIPLOMAT PHARMACY INC | $3,000 | – | 172 | +100.0% | 0.00% | – |
| ULTI | Buy | ULTIMATE SOFTWARE GROUP INC | $12,000 | +300.0% | 59 | +247.1% | 0.00% | – |
| DGII | New | DIGI INTL INC | $4,000 | – | 346 | +100.0% | 0.00% | – |
| UNFI | New | UNITED NAT FOODS INC | $9,000 | – | 258 | +100.0% | 0.00% | – |
| DCT | New | DCT INDUSTRIAL TRUST INC | $5,000 | – | 100 | +100.0% | 0.00% | – |
| FHB | New | FIRST HAWAIIAN INC | $8,000 | – | 275 | +100.0% | 0.00% | – |
| FNGN | New | FINANCIAL ENGINES INC | $8,000 | – | 230 | +100.0% | 0.00% | – |
| FNB | New | FNB CORP PA | $6,000 | – | 400 | +100.0% | 0.00% | – |
| XOGAQ | New | EXTRACTION OIL AND GAS INC | $3,000 | – | 250 | +100.0% | 0.00% | – |
| EXPO | New | EXPONENT INC | $6,000 | – | 101 | +100.0% | 0.00% | – |
| EXLS | New | EXLSERVICE HOLDINGS INC | $7,000 | – | 134 | +100.0% | 0.00% | – |
| TDOC | New | TELADOC INC | $6,000 | – | 161 | +100.0% | 0.00% | – |
| PRO | New | PROS HOLDINGS INC | $8,000 | – | 302 | +100.0% | 0.00% | – |
| INWK | New | INNERWORKINGS INC | $4,000 | – | 347 | +100.0% | 0.00% | – |
| INOV | New | INOVALON HLDGS INC | $4,000 | – | 309 | +100.0% | 0.00% | – |
| TTSH | New | TILE SHOP HLDGS INC | $7,000 | – | 355 | +100.0% | 0.00% | – |
| EPR | New | EPR PPTYS | $9,000 | – | 125 | +100.0% | 0.00% | – |
| TWOU | New | 2U INC | $10,000 | – | 214 | +100.0% | 0.00% | – |
| POWI | New | POWER INTEGRATIONS INC | $9,000 | – | 124 | +100.0% | 0.00% | – |
| USPH | New | U S PHYSICAL THERAPY INC | $5,000 | – | 91 | +100.0% | 0.00% | – |
| CVA | New | COVANTA HLDG CORP | $4,000 | – | 299 | +100.0% | 0.00% | – |
| VEEV | New | VEEVA SYS INC | $8,000 | – | 131 | +100.0% | 0.00% | – |
| CHK | Buy | CHESAPEAKE ENERGY CORP | $3,000 | +200.0% | 670 | +294.1% | 0.00% | – |
| PCTY | New | PAYLOCITY HLDG CORP | $9,000 | – | 202 | +100.0% | 0.00% | – |
| CAKE | New | CHEESECAKE FACTORY INC | $6,000 | – | 119 | +100.0% | 0.00% | – |
| ECOM | New | CHANNELADVISOR CORP | $2,000 | – | 180 | +100.0% | 0.00% | – |
| CNP | New | CENTERPOINT ENERGY INC | $10,000 | – | 374 | +100.0% | 0.00% | – |
| CASS | New | CASS INFORMATION SYS INC | $7,000 | – | 100 | +100.0% | 0.00% | – |
| VRNT | New | VERINT SYS INC | $7,000 | – | 166 | +100.0% | 0.00% | – |
| WAGE | New | WAGEWORKS INC | $6,000 | – | 96 | +100.0% | 0.00% | – |
| NVDQ | New | NOVADAQ TECHNOLOGIES INC | $5,000 | – | 453 | +100.0% | 0.00% | – |
| TECH | New | BIO TECHNE CORP | $10,000 | – | 85 | +100.0% | 0.00% | – |
| BBY | New | BEST BUY INC | $12,000 | – | 205 | +100.0% | 0.00% | – |
| BECN | New | BEACON ROOFING SUPPLY INC | $8,000 | – | 162 | +100.0% | 0.00% | – |
| WSM | New | WILLIAMS SONOMA INC | $12,000 | – | 255 | +100.0% | 0.00% | – |
| MXIM | New | MAXIM INTEGRATED PRODS INC | $7,000 | – | 150 | +100.0% | 0.00% | – |
| MOS | Buy | MOSAIC CO NEW | $9,000 | +200.0% | 400 | +300.0% | 0.00% | – |
| MMS | New | MAXIMUS INC | $11,000 | – | 180 | +100.0% | 0.00% | – |
| MFC | Buy | MANULIFE FINL CORP | $10,000 | +233.3% | 550 | +219.8% | 0.00% | – |
| ARE | New | ALEXANDRIA REAL ESTATE EQ IN | $6,000 | – | 50 | +100.0% | 0.00% | – |
| ALRM | New | ALARM COM HLDGS INC | $9,000 | – | 231 | +100.0% | 0.00% | – |
| LNC | Buy | LINCOLN NATL CORP IND | $11,000 | +266.7% | 170 | +286.4% | 0.00% | – |
| NEOG | New | NEOGEN CORP | $7,000 | – | 105 | +100.0% | 0.00% | – |
| KNX | New | KNIGHT TRANSN INC | $7,000 | – | 189 | +100.0% | 0.00% | – |
| SSYS | New | STRATASYS LTD | $6,000 | – | 251 | +100.0% | 0.00% | – |
| MINI | New | MOBILE MINI INC | $5,000 | – | 173 | +100.0% | 0.00% | – |
| HSKA | New | HESKA CORP | $6,000 | – | 56 | +100.0% | 0.00% | – |
| HEI | New | HEICO CORP NEW | $12,000 | – | 164 | +100.0% | 0.00% | – |
| HSTM | New | HEALTHSTREAM INC | $9,000 | – | 326 | +100.0% | 0.00% | – |
| GPRO | Buy | GOPRO INCcl a | $2,000 | -33.3% | 307 | +2.3% | 0.00% | – |
| SBCF | New | SEACOAST BKG CORP FLA | $2,000 | – | 100 | +100.0% | 0.00% | – |
| GGZ | New | GABELLI GLB SML & MD CP VAL | $1,000 | – | 100 | +100.0% | 0.00% | – |
| FRPT | New | FRESHPET INC | $8,000 | – | 468 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-11
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.