Evercore Wealth Management, LLC Portfolio Holdings

Evercore Wealth Management, LLC

  • $6.66 Billion
  • Q3 2024

Evercore Wealth Management, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $6.66 Billion distributed in 737 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $411M, Microsoft Corp with a value of $376M, Nvidia Corp with a value of $292M, Amazon Com Inc with a value of $228M, and Blackstone Inc. with a value of $225M.

Examining the 13F form we can see an increase of $310M in the current position value, from $6.35B to 6.66B.

Evercore Wealth Management, LLC is based out at New York, NY

Below you can find more details about Evercore Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $6.66 Billion
Technology: $1.65 Billion
Financial Services: $1.18 Billion
Consumer Cyclical: $989 Million
Healthcare: $641 Million
ETFs: $536 Million
Industrials: $355 Million
Communication Services: $326 Million
Energy: $282 Million
Other: $695 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.85T
$411 Million 6.17% of portfolio
1,764,354
Q3 2024 Reduced 0.89%
$3.21T
$376 Million 5.65% of portfolio
873,738
Q3 2024 Reduced 1.85%
$345B
$292 Million 4.38% of portfolio
2,402,783
Q3 2024 Added 0.58%
$2.15T
$228 Million 3.42% of portfolio
1,221,789
Q3 2024 Added 1.29%
$133B
$225 Million 3.39% of portfolio
1,471,931
Q3 2024 Reduced 5.78%
$507B
$217 Million 3.26% of portfolio
438,811
Q3 2024 Reduced 0.98%
$569B
$203 Million 3.05% of portfolio
347,677
Q3 2024 Reduced 1.26%
$437B
$190 Million 2.85% of portfolio
467,966
Q3 2024 Reduced 1.25%
$208B
$185 Million 2.78% of portfolio
298,994
Q3 2024 Reduced 1.1%
$60.4B
$182 Million 2.74% of portfolio
57,891
Q3 2024 Reduced 0.76%
$1.05T
$172 Million 2.59% of portfolio
1,030,813
Q3 2024 Reduced 1.28%
$28.8B
$162 Million 2.44% of portfolio
836,985
Q3 2024 Reduced 4.0%
$44.4B
$147 Million 2.2% of portfolio
1,178,894
Q3 2024 Reduced 1.6%
$722B
$138 Million 2.08% of portfolio
656,148
Q3 2024 Reduced 1.13%
$228B
$138 Million 2.07% of portfolio
390,598
Q3 2024 Reduced 1.28%
$1.01T
$135 Million 2.03% of portfolio
813,654
Q3 2024 Reduced 1.41%
$628B
$130 Million 1.96% of portfolio
283,316
Q3 2024 Reduced 1.65%
$120B
$130 Million 1.95% of portfolio
450,931
Q3 2024 Reduced 1.21%
$68.8B
$127 Million 1.91% of portfolio
2,782,978
Q3 2024 Reduced 2.02%
$240B
$121 Million 1.82% of portfolio
233,630
Q3 2024 Added 1.61%
$24.4B
$121 Million 1.82% of portfolio
536,117
Q3 2024 Reduced 0.8%
$154B
$110 Million 1.66% of portfolio
116,075
Q3 2024 Added 3.24%
$96.5B
$104 Million 1.57% of portfolio
448,770
Q3 2024 Reduced 2.13%
$147B
$103 Million 1.55% of portfolio
875,809
Q3 2024 Reduced 7.29%
$432B
$103 Million 1.54% of portfolio
115,799
Q3 2024 Reduced 3.51%
$6.76B
$98.2 Million 1.48% of portfolio
678,379
Q3 2024 Added 7.26%
$215B
$96 Million 1.44% of portfolio
315,167
Q3 2024 Reduced 4.14%
$38.3B
$92.6 Million 1.39% of portfolio
359,517
Q3 2024 Added 4.26%
$8.04B
$91.7 Million 1.38% of portfolio
674,702
Q3 2024 Reduced 0.99%
$205B
$89.5 Million 1.35% of portfolio
785,229
Q3 2024 Reduced 4.95%
$0
$88.8 Million 1.33% of portfolio
1,130,531
Q3 2024 Added 0.03%
$76.9B
$75.9 Million 1.14% of portfolio
617,454
Q3 2024 Added 1.43%
$30.5B
$72.6 Million 1.09% of portfolio
227,934
Q3 2024 Added 5.01%
$0
$69 Million 1.04% of portfolio
120,212
Q3 2024 Reduced 1.08%
$12B
$65.5 Million 0.98% of portfolio
412,357
Q3 2024 Added 4.96%
$318B
$51.2 Million 0.77% of portfolio
348,021
Q3 2024 Reduced 4.42%
$8.04B
$44.2 Million 0.66% of portfolio
1,218,499
Q3 2024 Reduced 2.8%
$103B
$40.4 Million 0.61% of portfolio
105,878
Q3 2024 Reduced 1.73%
$0
$39.6 Million 0.59% of portfolio
68,616
Q3 2024 Added 0.82%
$760B
$33 Million 0.5% of portfolio
37,266
Q3 2024 Reduced 7.95%
$42.2B
$32.5 Million 0.49% of portfolio
653,360
Q3 2024 Reduced 2.88%
$405B
$31.6 Million 0.48% of portfolio
195,098
Q3 2024 Reduced 2.21%
$60.3B
$29.7 Million 0.45% of portfolio
53,328
Q3 2024 Reduced 1.06%
$0
$29.6 Million 0.44% of portfolio
56,078
Q3 2024 Added 2.44%
$0
$21.7 Million 0.33% of portfolio
1,034,520
Q3 2024 Added 150.59%
$0
$20.3 Million 0.31% of portfolio
191,583
Q3 2024 Added 936.14%
$0
$20.8 Million 0.31% of portfolio
55,527
Q3 2024 Reduced 4.26%
$225B
$19.6 Million 0.29% of portfolio
115,026
Q3 2024 Reduced 3.19%
$84B
$19.4 Million 0.29% of portfolio
79,618
Q3 2024 Reduced 1.43%

Summary

  • Portfolio
  • No. of Stocks 737
  • Current Value $6.66 Billion
  • Prior Value $6.35 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 26 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 203 stocks
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