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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$88.8 Million 1.33% of portfolio
1,130,531
Q3 2024 Added 0.03%
$0
$69 Million 1.04% of portfolio
120,212
Q3 2024 Reduced 1.08%
$0
$39.6 Million 0.59% of portfolio
68,616
Q3 2024 Added 0.82%
$43.1B
$32.5 Million 0.49% of portfolio
653,360
Q3 2024 Reduced 2.88%
$0
$29.6 Million 0.44% of portfolio
56,078
Q3 2024 Added 2.44%
$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%
$85.8B
$19.4 Million 0.29% of portfolio
79,618
Q3 2024 Reduced 1.43%
$0
$15.9 Million 0.24% of portfolio
190,633
Q3 2024 Reduced 6.34%
$0
$11 Million 0.17% of portfolio
176,793
Q3 2024 Reduced 1.49%
$0
$10.9 Million 0.16% of portfolio
206,455
Q3 2024 Reduced 1.6%
$0
$10.3 Million 0.15% of portfolio
57,489
Q3 2024 Added 3.79%
$0
$9.44 Million 0.14% of portfolio
16,578
Q3 2024 Reduced 0.88%
$0
$9.48 Million 0.14% of portfolio
61,530
Q3 2024 Reduced 1.65%
$0
$9.5 Million 0.14% of portfolio
42,073
Q3 2024 Reduced 1.28%
$0
$8.47 Million 0.13% of portfolio
38,330
Q3 2024 Reduced 16.71%
$0
$5.08 Million 0.08% of portfolio
53,022
Q3 2024 Reduced 2.59%
$0
$5.47 Million 0.08% of portfolio
86,817
Q3 2024 Reduced 5.68%
$0
$5.16 Million 0.08% of portfolio
18,208
Q3 2024 Added 0.01%
$0
$4.42 Million 0.07% of portfolio
37,802
Q3 2024 Reduced 13.29%
$0
$4.88 Million 0.07% of portfolio
15,516
Q3 2024 Reduced 70.72%
$0
$4.83 Million 0.07% of portfolio
100,873
Q3 2024 Reduced 14.3%
$0
$4.95 Million 0.07% of portfolio
10,135
Q3 2024 Reduced 0.72%
$0
$3.99 Million 0.06% of portfolio
15,147
Q1 2024 Reduced 11.66%
$0
$4.15 Million 0.06% of portfolio
15,711
Q3 2024 Reduced 5.28%
$7.83B
$3.99 Million 0.06% of portfolio
76,635
Q3 2024 Added 2.68%
$0
$4.15 Million 0.06% of portfolio
10,802
Q3 2024 Reduced 1.92%
$0
$3.38 Million 0.05% of portfolio
74,561
Q3 2024 Added 0.03%
$0
$3.1 Million 0.05% of portfolio
35,225
Q3 2024 Reduced 3.95%
$0
$2.87 Million 0.04% of portfolio
14,550
Q3 2024 Reduced 38.54%
$0
$2.39 Million 0.04% of portfolio
12,595
Q3 2024 Reduced 2.16%
$0
$2.35 Million 0.04% of portfolio
30,056
Q2 2024 Reduced 3.35%
$0
$2.44 Million 0.04% of portfolio
18,032
Q3 2024 Reduced 6.64%
$0
$2.42 Million 0.04% of portfolio
12,082
Q3 2024 Reduced 6.43%
$0
$2.47 Million 0.04% of portfolio
27,305
Q3 2024 Reduced 1.1%
$0
$1.71 Million 0.03% of portfolio
19,434
Q3 2024 Reduced 1.14%
$0
$1.87 Million 0.03% of portfolio
10,243
Q2 2024 Reduced 3.65%
$0
$1.81 Million 0.03% of portfolio
23,866
Q3 2024 Reduced 7.19%
$0
$2.04 Million 0.03% of portfolio
21,153
Q3 2024 Reduced 6.03%
$0
$1.88 Million 0.03% of portfolio
3,200
Q3 2024 Reduced 1.63%
$0
$2.11 Million 0.03% of portfolio
16,018
Q3 2024 Reduced 0.34%
$0
$2.07 Million 0.03% of portfolio
26,442
Q3 2024 Reduced 1.48%
$0
$1.96 Million 0.03% of portfolio
14,488
Q1 2024 Reduced 7.21%
$0
$1.6 Million 0.02% of portfolio
6,030
Q3 2024 Reduced 2.27%
$0
$1.63 Million 0.02% of portfolio
13,512
Q4 2022 Added 0.75%
$0
$1.2 Million 0.02% of portfolio
6,304
Q4 2023 Reduced 20.8%
$0
$1.03 Million 0.02% of portfolio
9,892
Q3 2024 Reduced 67.33%
$0
$1.46 Million 0.02% of portfolio
35,020
Q2 2024 Reduced 7.62%
$0
$1.21 Million 0.02% of portfolio
15,781
Q3 2024 Reduced 16.5%

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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