$4.09 Billion is the total value of Evercore Wealth Management, LLC's 699 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 9.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $257,094,000 | +21.2% | 2,219,961 | +281.7% | 6.29% | +11.0% |
| HD | Buy | HOME DEPOT INC | $130,518,000 | +11.3% | 469,977 | +0.4% | 3.19% | +1.9% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $120,674,000 | +6.4% | 387,063 | +0.7% | 2.95% | -2.5% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $103,218,000 | -5.7% | 426,997 | +0.9% | 2.53% | -13.6% |
| ACN | Buy | ACCENTURE PLC IRELAND | $93,724,000 | +5.7% | 414,728 | +0.5% | 2.29% | -3.2% |
| BX | Buy | BLACKSTONE GROUP INC | $91,155,000 | -6.1% | 1,746,284 | +1.9% | 2.23% | -14.0% |
| ABT | Buy | ABBOTT LABS | $86,863,000 | +20.4% | 798,150 | +1.1% | 2.13% | +10.3% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $84,437,000 | +5.4% | 57,455 | +1.4% | 2.07% | -3.5% |
| ROP | Buy | ROPER TECHNOLOGIES INC | $77,306,000 | +2.0% | 195,657 | +0.2% | 1.89% | -6.6% |
| NKE | Buy | NIKE INCcl b | $73,231,000 | +28.4% | 583,329 | +0.3% | 1.79% | +17.6% |
| AZO | Buy | AUTOZONE INC | $72,826,000 | +4.8% | 61,841 | +0.4% | 1.78% | -4.0% |
| DPZ | Buy | DOMINOS PIZZA INC | $71,270,000 | +16.0% | 167,584 | +0.8% | 1.74% | +6.3% |
| CBRE | Buy | CBRE GROUP INCcl a | $68,789,000 | +4.8% | 1,464,543 | +0.9% | 1.68% | -4.0% |
| CE | Buy | CELANESE CORP DEL | $67,430,000 | +27.2% | 627,542 | +2.2% | 1.65% | +16.5% |
| TXN | Buy | TEXAS INSTRS INC | $65,368,000 | +13.0% | 457,790 | +0.5% | 1.60% | +3.5% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $62,725,000 | +20.5% | 294,568 | +1.0% | 1.54% | +10.4% |
| MS | Buy | MORGAN STANLEY | $61,567,000 | +2.1% | 1,273,369 | +2.0% | 1.51% | -6.4% |
| BLK | Buy | BLACKROCK INC | $61,285,000 | +4.9% | 108,749 | +1.3% | 1.50% | -3.8% |
| SSNC | Buy | SS&C TECHNOLOGIES HLDGS INC | $60,624,000 | +11.7% | 1,001,723 | +4.3% | 1.48% | +2.3% |
| DIS | Buy | DISNEY WALT CO | $58,402,000 | +15.5% | 470,686 | +3.8% | 1.43% | +5.8% |
| CDW | Buy | CDW CORP | $56,151,000 | +22.3% | 469,765 | +18.9% | 1.37% | +12.1% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $53,317,000 | +20.9% | 281,343 | +11.6% | 1.30% | +10.8% |
| CB | Buy | CHUBB LIMITED | $49,690,000 | -7.7% | 427,928 | +0.6% | 1.22% | -15.4% |
| COST | Buy | COSTCO WHSL CORP NEW | $46,995,000 | +18.3% | 132,381 | +1.0% | 1.15% | +8.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $46,455,000 | +6.5% | 312,037 | +0.6% | 1.14% | -2.5% |
| IPGP | Buy | IPG PHOTONICS CORP | $39,796,000 | +7.2% | 234,136 | +1.1% | 0.97% | -1.8% |
| BWA | Buy | BORGWARNER INC | $38,639,000 | +11.6% | 997,396 | +1.7% | 0.95% | +2.3% |
| JPM | Buy | JPMORGAN CHASE & CO | $38,126,000 | +152.2% | 396,042 | +146.5% | 0.93% | +130.9% |
| AMAT | Buy | APPLIED MATLS INC | $29,426,000 | +2.2% | 494,983 | +3.9% | 0.72% | -6.4% |
| WRK | Buy | WESTROCK CO | $24,462,000 | +23.6% | 704,122 | +0.5% | 0.60% | +13.2% |
| IAU | Buy | ISHARES GOLD TRUSTishares | $20,133,000 | +6.8% | 1,119,094 | +0.9% | 0.49% | -2.2% |
| GLD | Buy | SPDR GOLD TR | $18,532,000 | +14.3% | 104,629 | +8.0% | 0.45% | +4.6% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $16,063,000 | +13.0% | 74,064 | +0.0% | 0.39% | +3.4% |
| PFE | Buy | PFIZER INC | $11,849,000 | +12.6% | 322,864 | +0.3% | 0.29% | +3.2% |
| PG | Buy | PROCTER AND GAMBLE CO | $11,428,000 | +16.4% | 82,227 | +0.2% | 0.28% | +6.9% |
| LLY | Buy | LILLY ELI & CO | $9,293,000 | -9.5% | 62,784 | +0.4% | 0.23% | -17.2% |
| CRM | Buy | SALESFORCE COM INC | $9,000,000 | +35.1% | 35,811 | +0.7% | 0.22% | +23.6% |
| SCHW | Buy | SCHWAB CHARLES CORP | $7,482,000 | +7.4% | 206,516 | +0.0% | 0.18% | -1.6% |
| V | Buy | VISA INC | $6,774,000 | +6.0% | 33,873 | +2.3% | 0.17% | -2.9% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $6,151,000 | +4.4% | 33,189 | +0.2% | 0.15% | -3.8% |
| IGIB | Buy | ISHARES TR | $6,062,000 | +2.2% | 99,700 | +1.5% | 0.15% | -6.3% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $5,601,000 | +15.9% | 129,528 | +6.2% | 0.14% | +6.2% |
| TSLA | Buy | TESLA INC | $5,490,000 | +99.6% | 12,799 | +402.5% | 0.13% | +83.6% |
| WMT | Buy | WALMART INC | $5,453,000 | +60.4% | 38,977 | +37.4% | 0.13% | +46.2% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $4,579,000 | +45.9% | 43,419 | +38.5% | 0.11% | +33.3% |
| QCOM | Buy | QUALCOMM INC | $4,535,000 | +37.8% | 38,542 | +6.8% | 0.11% | +26.1% |
| SBUX | Buy | STARBUCKS CORP | $4,446,000 | +21.0% | 51,743 | +3.6% | 0.11% | +11.2% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $4,324,000 | +17.7% | 33,607 | +7.2% | 0.11% | +8.2% |
| RPM | Buy | RPM INTL INC | $4,351,000 | +10.4% | 52,527 | +0.0% | 0.11% | +1.0% |
| GIS | Buy | GENERAL MLS INC | $3,568,000 | +347.7% | 57,855 | +347.4% | 0.09% | +314.3% |
| SON | Buy | SONOCO PRODS CO | $3,253,000 | -2.3% | 63,691 | +0.0% | 0.08% | -10.1% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $3,242,000 | +4.2% | 26,644 | +3.4% | 0.08% | -4.8% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $3,015,000 | +13.3% | 17,701 | +4.2% | 0.07% | +4.2% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $2,827,000 | +20.0% | 61,098 | +1.1% | 0.07% | +9.5% |
| CVS | Buy | CVS HEALTH CORP | $2,787,000 | -9.0% | 47,732 | +1.3% | 0.07% | -17.1% |
| ZTS | Buy | ZOETIS INCcl a | $2,630,000 | +21.4% | 15,905 | +0.6% | 0.06% | +10.3% |
| ILMN | Buy | ILLUMINA INC | $2,498,000 | -16.5% | 8,084 | +0.1% | 0.06% | -23.8% |
| ATR | Buy | APTARGROUP INC | $2,426,000 | +1.2% | 21,430 | +0.1% | 0.06% | -7.8% |
| SYY | Buy | SYSCO CORP | $2,324,000 | +13.9% | 37,359 | +0.1% | 0.06% | +3.6% |
| NFLX | Buy | NETFLIX INC | $2,128,000 | +11.6% | 4,255 | +1.5% | 0.05% | +2.0% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $2,115,000 | +15.1% | 9,295 | +2.2% | 0.05% | +6.1% |
| PYPL | Buy | PAYPAL HLDGS INC | $1,895,000 | +16.4% | 9,620 | +2.9% | 0.05% | +7.0% |
| AFL | Buy | AFLAC INC | $1,847,000 | +0.9% | 50,803 | +0.0% | 0.04% | -8.2% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $1,765,000 | +12.6% | 30,729 | +0.2% | 0.04% | +2.4% |
| CAT | Buy | CATERPILLAR INC DEL | $1,726,000 | +18.2% | 11,575 | +0.2% | 0.04% | +7.7% |
| IEFA | Buy | ISHARES TRcore msci eafe | $1,545,000 | +24.7% | 25,630 | +18.3% | 0.04% | +15.2% |
| MKC | Buy | MCCORMICK & CO INC | $1,510,000 | +8.2% | 7,783 | +0.1% | 0.04% | 0.0% |
| NVDA | Buy | NVIDIA CORPORATION | $1,428,000 | +62.3% | 2,637 | +13.8% | 0.04% | +45.8% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,447,000 | +7.9% | 20,610 | +4.9% | 0.04% | -2.8% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,409,000 | +14.0% | 5,070 | +1.6% | 0.03% | +3.0% |
| NSC | Buy | NORFOLK SOUTHN CORP | $1,276,000 | +23.8% | 5,962 | +1.5% | 0.03% | +10.7% |
| BDX | Buy | BECTON DICKINSON & CO | $1,166,000 | -1.5% | 5,011 | +1.3% | 0.03% | -9.4% |
| DOV | Buy | DOVER CORP | $1,177,000 | +12.8% | 10,862 | +0.6% | 0.03% | +3.6% |
| KHC | Buy | KRAFT HEINZ CO | $1,118,000 | +23.1% | 37,343 | +31.2% | 0.03% | +12.5% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $1,115,000 | +15.4% | 7,699 | +2.6% | 0.03% | +3.8% |
| VFC | Buy | V F CORP | $1,094,000 | +15.4% | 15,578 | +0.1% | 0.03% | +8.0% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $1,044,000 | +7.7% | 9,994 | +2.7% | 0.03% | 0.0% |
| AGG | Buy | ISHARES TRcore us aggbd et | $1,055,000 | +0.4% | 8,939 | +0.5% | 0.03% | -7.1% |
| EQIX | Buy | EQUINIX INC | $1,064,000 | +9.0% | 1,400 | +0.7% | 0.03% | 0.0% |
| EVV | Buy | EATON VANCE LTD DURATION INC | $1,072,000 | +16.9% | 94,785 | +16.4% | 0.03% | +8.3% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $1,045,000 | +25.9% | 7,107 | +9.4% | 0.03% | +18.2% |
| JQC | Buy | NUVEEN CR STRATEGIES INCOME | $1,040,000 | +18.3% | 175,975 | +16.9% | 0.02% | +8.7% |
| MMC | Buy | MARSH & MCLENNAN COS INC | $1,042,000 | +11.8% | 9,082 | +4.6% | 0.02% | 0.0% |
| IEMG | Buy | ISHARES INCcore msci emkt | $1,012,000 | +14.7% | 19,169 | +3.5% | 0.02% | +4.2% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $984,000 | +18.6% | 4,897 | +16.7% | 0.02% | +9.1% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $929,000 | +0.9% | 6,896 | +0.7% | 0.02% | -8.0% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $932,000 | +38.5% | 2,993 | +23.9% | 0.02% | +27.8% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $912,000 | +36.3% | 11,153 | +32.8% | 0.02% | +22.2% |
| CSX | Buy | CSX CORP | $901,000 | +11.9% | 11,600 | +0.5% | 0.02% | 0.0% |
| APD | Buy | AIR PRODS & CHEMS INC | $840,000 | +23.9% | 2,819 | +0.4% | 0.02% | +16.7% |
| ED | Buy | CONSOLIDATED EDISON INC | $872,000 | +8.3% | 11,212 | +0.1% | 0.02% | -4.5% |
| YUM | Buy | YUM BRANDS INC | $850,000 | +5.2% | 9,309 | +0.1% | 0.02% | -4.5% |
| TFX | Buy | TELEFLEX INCORPORATED | $827,000 | -6.3% | 2,428 | +0.1% | 0.02% | -16.7% |
| SEDG | Buy | SOLAREDGE TECHNOLOGIES INC | $798,000 | +72.4% | 3,345 | +0.3% | 0.02% | +66.7% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $807,000 | +14.5% | 12,683 | +1.4% | 0.02% | +5.3% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $795,000 | +0.4% | 4,679 | +0.3% | 0.02% | -9.5% |
| PSA | Buy | PUBLIC STORAGE | $766,000 | +16.1% | 3,439 | +0.0% | 0.02% | +5.6% |
| TIF | Buy | TIFFANY & CO NEW | $704,000 | -4.7% | 6,076 | +0.3% | 0.02% | -15.0% |
| NEPT | Buy | NEPTUNE WELLNESS SOLUTIONS I | $686,000 | +145.0% | 325,000 | +225.0% | 0.02% | +142.9% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $653,000 | +10.5% | 8,100 | +2.5% | 0.02% | 0.0% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $653,000 | -3.8% | 2,401 | +2.7% | 0.02% | -11.1% |
| CNI | Buy | CANADIAN NATL RY CO | $670,000 | +20.9% | 6,298 | +0.8% | 0.02% | +6.7% |
| AYI | Buy | ACUITY BRANDS INC | $601,000 | +6.9% | 5,875 | +0.1% | 0.02% | 0.0% |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $613,000 | +2.3% | 17,367 | +0.9% | 0.02% | -6.2% |
| CMI | Buy | CUMMINS INC | $593,000 | +22.5% | 2,808 | +0.5% | 0.02% | +15.4% |
| NEP | New | NEXTERA ENERGY PARTNERS LP | $600,000 | – | 10,000 | +100.0% | 0.02% | – |
| HBI | Buy | HANESBRANDS INC | $571,000 | +83.6% | 36,257 | +31.8% | 0.01% | +75.0% |
| IGSB | Buy | ISHARES TR | $536,000 | +5.1% | 9,756 | +4.6% | 0.01% | -7.1% |
| TXG | New | 10X GENOMICS INC | $524,000 | – | 4,201 | +100.0% | 0.01% | – |
| BSX | Buy | BOSTON SCIENTIFIC CORP | $500,000 | +9.2% | 13,100 | +0.2% | 0.01% | 0.0% |
| TEL | Buy | TE CONNECTIVITY LTD | $505,000 | +20.2% | 5,169 | +0.4% | 0.01% | +9.1% |
| NDSN | Buy | NORDSON CORP | $481,000 | +1.5% | 2,510 | +0.4% | 0.01% | -7.7% |
| BKNG | Buy | BOOKING HOLDINGS INC | $481,000 | +20.9% | 281 | +12.4% | 0.01% | +9.1% |
| ADI | Buy | ANALOG DEVICES INC | $481,000 | +26.9% | 4,125 | +33.5% | 0.01% | +20.0% |
| VRSK | Buy | VERISK ANALYTICS INC | $476,000 | +9.2% | 2,566 | +0.2% | 0.01% | 0.0% |
| CME | Buy | CME GROUP INC | $501,000 | +4.8% | 2,997 | +2.0% | 0.01% | -7.7% |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $455,000 | +14.6% | 3,340 | +0.4% | 0.01% | 0.0% |
| XLC | Buy | SELECT SECTOR SPDR TR | $467,000 | +37.0% | 7,857 | +24.7% | 0.01% | +22.2% |
| YUMC | Buy | YUM CHINA HLDGS INC | $403,000 | +10.4% | 7,614 | +0.3% | 0.01% | 0.0% |
| MBB | Buy | ISHARES TRmbs etf | $392,000 | +82.3% | 3,551 | +82.9% | 0.01% | +66.7% |
| TMUS | Buy | T-MOBILE US INC | $422,000 | +10.2% | 3,696 | +0.5% | 0.01% | 0.0% |
| ANTM | Buy | ANTHEM INC | $392,000 | +3.2% | 1,459 | +0.9% | 0.01% | 0.0% |
| RNR | Buy | RENAISSANCERE HLDGS LTD | $394,000 | -0.3% | 2,321 | +0.4% | 0.01% | -9.1% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $386,000 | +30.8% | 5,015 | +16.9% | 0.01% | +12.5% |
| DHI | Buy | D R HORTON INC | $351,000 | +39.3% | 4,640 | +2.0% | 0.01% | +28.6% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $358,000 | +46.1% | 3,738 | +45.0% | 0.01% | +28.6% |
| JEF | Buy | JEFFERIES FINL GROUP INC | $382,000 | +16.1% | 21,223 | +0.2% | 0.01% | 0.0% |
| DLR | New | DIGITAL RLTY TR INC | $373,000 | – | 2,544 | +100.0% | 0.01% | – |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $382,000 | +16.5% | 4,780 | +0.8% | 0.01% | 0.0% |
| FDX | Buy | FEDEX CORP | $384,000 | +81.1% | 1,527 | +0.8% | 0.01% | +50.0% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $382,000 | +3.2% | 2,859 | +3.4% | 0.01% | -10.0% |
| IMXI | Buy | INTERNATIONAL MNY EXPRESS IN | $378,000 | +100.0% | 26,294 | +73.3% | 0.01% | +80.0% |
| HSY | Buy | HERSHEY CO | $343,000 | +14.7% | 2,398 | +3.9% | 0.01% | 0.0% |
| GMHI | New | GORES METROPOULOS INC | $343,000 | – | 30,000 | +100.0% | 0.01% | – |
| IEF | Buy | ISHARES TRbarclays 7 10 yr | $308,000 | +3.0% | 2,531 | +3.0% | 0.01% | 0.0% |
| SHY | New | ISHARES TR1 3 yr treas bd | $327,000 | – | 3,775 | +100.0% | 0.01% | – |
| CDK | Buy | CDK GLOBAL INC | $314,000 | +5.7% | 7,190 | +0.3% | 0.01% | 0.0% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $301,000 | +31.4% | 4,689 | +20.2% | 0.01% | +16.7% |
| CMS | Buy | CMS ENERGY CORP | $290,000 | +5.5% | 4,728 | +0.4% | 0.01% | 0.0% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $292,000 | +9.8% | 2,698 | +3.4% | 0.01% | 0.0% |
| NUE | Buy | NUCOR CORP | $299,000 | +9.1% | 6,667 | +0.5% | 0.01% | 0.0% |
| AN | Buy | AUTONATION INC | $301,000 | +41.3% | 5,685 | +0.1% | 0.01% | +16.7% |
| FEZ | Buy | SPDR INDEX SHS FDSeuro stoxx 50 | $285,000 | +12.2% | 7,854 | +9.8% | 0.01% | 0.0% |
| BR | Buy | BROADRIDGE FINL SOLUTIONS IN | $269,000 | +5.1% | 2,036 | +0.4% | 0.01% | 0.0% |
| AEE | Buy | AMEREN CORP | $287,000 | +13.4% | 3,620 | +0.6% | 0.01% | 0.0% |
| CBT | Buy | CABOT CORP | $246,000 | -2.4% | 6,819 | +0.3% | 0.01% | -14.3% |
| EXPE | Buy | EXPEDIA GROUP INC | $259,000 | +12.1% | 2,822 | +0.2% | 0.01% | 0.0% |
| BXP | Buy | BOSTON PROPERTIES INC | $247,000 | -11.2% | 3,078 | +0.2% | 0.01% | -14.3% |
| KR | Buy | KROGER CO | $256,000 | +0.8% | 7,541 | +0.7% | 0.01% | -14.3% |
| WWD | Buy | WOODWARD INC | $241,000 | +3.4% | 3,010 | +0.3% | 0.01% | 0.0% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $238,000 | +9.2% | 2,949 | +0.4% | 0.01% | 0.0% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $213,000 | -1.4% | 2,076 | +1.0% | 0.01% | -16.7% |
| AMP | New | AMERIPRISE FINL INC | $201,000 | – | 1,310 | +100.0% | 0.01% | – |
| NXRT | New | NEXPOINT RESIDENTIAL TR INC | $222,000 | – | 5,000 | +100.0% | 0.01% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $214,000 | – | 1,935 | +100.0% | 0.01% | – |
| NOC | New | NORTHROP GRUMMAN CORP | $222,000 | – | 701 | +100.0% | 0.01% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $222,000 | – | 313 | +100.0% | 0.01% | – |
| USMV | New | ISHARES TRmsci usa min vol | $204,000 | – | 3,211 | +100.0% | 0.01% | – |
| MU | Buy | MICRON TECHNOLOGY INC | $216,000 | -8.5% | 4,600 | +0.3% | 0.01% | -16.7% |
| ES | New | EVERSOURCE ENERGY | $201,000 | – | 2,412 | +100.0% | 0.01% | – |
| ENTG | New | ENTEGRIS INC | $222,000 | – | 2,995 | +100.0% | 0.01% | – |
| PCRX | New | PACIRA BIOSCIENCES | $205,000 | – | 3,409 | +100.0% | 0.01% | – |
| ADSK | Buy | AUTODESK INC | $209,000 | +1.5% | 904 | +5.0% | 0.01% | -16.7% |
| LUMN | Buy | LUMEN TECHNOLOGIES INC | $162,000 | +1.2% | 16,109 | +0.4% | 0.00% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 42 | Q3 2023 | 6.8% |
| MICROSOFT CORP | 42 | Q3 2023 | 5.8% |
| MASTERCARD INCORPORATED | 42 | Q3 2023 | 3.9% |
| UNITEDHEALTH GROUP INC | 42 | Q3 2023 | 4.0% |
| HOME DEPOT INC | 42 | Q3 2023 | 3.2% |
| AMAZON COM INC | 42 | Q3 2023 | 4.4% |
| AMERICAN TOWER CORP NEW | 42 | Q3 2023 | 3.0% |
| THERMO FISHER SCIENTIFIC INC | 42 | Q3 2023 | 3.7% |
| AUTOZONE INC | 42 | Q3 2023 | 2.9% |
| ACCENTURE PLC IRELAND | 42 | Q3 2023 | 2.7% |
View Evercore Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
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.