Evercore Wealth Management, LLC Portfolio Holdings
Evercore Wealth Management, LLC
- $6.02 Billion
- Q1 2025
Evercore Wealth Management, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $6.02 Billion distributed in 728 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $378M, Microsoft Corp with a value of $323M, Nvidia Corp with a value of $268M, Mastercard Inc with a value of $231M, and Amazon Com Inc with a value of $227M.
Examining the 13F form we can see an decrease of $455M in the current position value, from $6.47B to 6.02B.
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
$6.02 Billion
Technology: $1.54 Billion
Financial Services: $1.17 Billion
Consumer Cyclical: $846 Million
ETFs: $532 Million
Healthcare: $487 Million
Industrials: $317 Million
Energy: $302 Million
Communication Services: $299 Million
Other: $526 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 728
- Current Value $6.02 Billion
- Prior Value $6.47 Billion
- Filing
- Period Q1 2025
- Filing Date May 15, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 16 stocks
- Additional Purchases 38 stocks
- Sold out of 0 stocks
- Reduced holdings in 231 stocks