Evercore Wealth Management, LLC Portfolio Holdings

Evercore Wealth Management, LLC

  • $6.35 Billion
  • Q2 2024

Evercore Wealth Management, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $6.35 Billion distributed in 728 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $398M, Apple Inc. with a value of $375M, Nvidia Corp with a value of $295M, Amazon Com Inc with a value of $233M, and Mastercard Inc with a value of $196M.

Examining the 13F form we can see an decrease of $25.1M in the current position value, from $6.37B to 6.35B.

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 $6.35 Billion
Technology: $1.62 Billion
Financial Services: $1.05 Billion
Consumer Cyclical: $968 Million
Healthcare: $597 Million
ETFs: $510 Million
Communication Services: $360 Million
Industrials: $336 Million
Energy: $282 Million
Other: $620 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$82.2 Million 1.3% of portfolio
1,130,141
Q2 2024 Added 0.73%
$0
$66.1 Million 1.04% of portfolio
121,525
Q2 2024 Reduced 11.02%
$0
$37.2 Million 0.59% of portfolio
68,058
Q2 2024 Reduced 2.49%
$42.5B
$29.6 Million 0.47% of portfolio
672,743
Q2 2024 Reduced 0.65%
$0
$27.4 Million 0.43% of portfolio
54,741
Q2 2024 Reduced 0.16%
$0
$21.1 Million 0.33% of portfolio
57,999
Q2 2024 Reduced 1.04%
$84.6B
$17.4 Million 0.27% of portfolio
80,776
Q2 2024 Reduced 1.53%
$0
$15.9 Million 0.25% of portfolio
203,534
Q2 2024 Reduced 2.55%
$0
$15.8 Million 0.25% of portfolio
52,997
Q1 2024 Reduced 0.04%
$0
$10.5 Million 0.17% of portfolio
179,468
Q2 2024 Reduced 3.76%
$0
$10.4 Million 0.16% of portfolio
209,805
Q2 2024 Added 4.87%
$0
$9.64 Million 0.15% of portfolio
42,618
Q2 2024 Reduced 0.34%
$0
$9.34 Million 0.15% of portfolio
46,020
Q2 2024 Added 0.44%
$0
$9.1 Million 0.14% of portfolio
55,389
Q2 2024 Added 9.04%
$0
$8.95 Million 0.14% of portfolio
16,726
Q2 2024 Reduced 8.77%
$0
$9.12 Million 0.14% of portfolio
62,561
Q2 2024 Reduced 3.26%
$0
$5.4 Million 0.09% of portfolio
92,046
Q2 2024 Reduced 9.99%
$0
$4.87 Million 0.08% of portfolio
18,207
Q2 2024 Reduced 1.81%
$0
$4.89 Million 0.08% of portfolio
10,208
Q2 2024 Reduced 0.34%
$0
$5.04 Million 0.08% of portfolio
54,429
Q2 2024 Reduced 0.37%
$0
$5.15 Million 0.08% of portfolio
117,701
Q2 2024 Added 10.71%
$0
$4.65 Million 0.07% of portfolio
43,594
Q2 2024 Added 8.63%
$0
$4.31 Million 0.07% of portfolio
23,674
Q2 2024 Reduced 0.84%
$0
$3.78 Million 0.06% of portfolio
15,147
Q1 2024 Reduced 11.66%
$0
$4.02 Million 0.06% of portfolio
16,586
Q2 2024 Added 5.89%
$0
$4.12 Million 0.06% of portfolio
11,014
Q2 2024 Reduced 0.76%
$0
$3.06 Million 0.05% of portfolio
74,541
Q2 2024 Reduced 3.64%
$0
$3.05 Million 0.05% of portfolio
30,282
Q1 2024 Reduced 0.36%
$7.72B
$3.44 Million 0.05% of portfolio
74,635
Q2 2024 Added 3.6%
$0
$2.97 Million 0.05% of portfolio
36,675
Q2 2024 Added 2.26%
$0
$2.36 Million 0.04% of portfolio
12,912
Q2 2024 Reduced 12.67%
$0
$2.37 Million 0.04% of portfolio
27,610
Q2 2024 Reduced 8.78%
$0
$2.35 Million 0.04% of portfolio
19,314
Q2 2024 Reduced 4.25%
$0
$2.34 Million 0.04% of portfolio
16,073
Q2 2024 Reduced 1.0%
$0
$2.25 Million 0.04% of portfolio
12,873
Q2 2024 Reduced 0.31%
$0
$1.87 Million 0.03% of portfolio
10,243
Q2 2024 Reduced 3.65%
$0
$1.97 Million 0.03% of portfolio
25,716
Q4 2023 Added 3.21%
$0
$1.79 Million 0.03% of portfolio
19,659
Q2 2024 Added 0.66%
$0
$1.99 Million 0.03% of portfolio
22,511
Q2 2024 Reduced 2.17%
$0
$2.18 Million 0.03% of portfolio
30,056
Q2 2024 Reduced 3.35%
$0
$1.63 Million 0.03% of portfolio
6,170
Q2 2021 Reduced 0.24%
$0
$1.93 Million 0.03% of portfolio
26,839
Q4 2023 Reduced 7.81%
$0
$1.88 Million 0.03% of portfolio
3,253
Q3 2023 Reduced 0.03%
$0
$1.75 Million 0.03% of portfolio
14,488
Q1 2024 Reduced 7.21%
$0
$2.09 Million 0.03% of portfolio
18,490
Q2 2024 New
$0
$1.56 Million 0.02% of portfolio
10,233
Q2 2024 Reduced 2.03%
$0
$1.34 Million 0.02% of portfolio
4,342
Q1 2024 Reduced 7.85%
$0
$1.13 Million 0.02% of portfolio
11,010
Q2 2024 Reduced 8.33%
$0
$1.34 Million 0.02% of portfolio
18,900
N/A

Summary

  • Portfolio
  • No. of Stocks 728
  • Current Value $6.35 Billion
  • Prior Value $6.37 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 16 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 211 stocks
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