Evercore Wealth Management, LLC Portfolio Holdings
Evercore Wealth Management, LLC
- $6.37 Billion
- Q1 2024
Evercore Wealth Management, LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $6.37 Billion distributed in 740 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $381M, Apple Inc. with a value of $310M, Amazon Com Inc with a value of $220M, Nvidia Corp with a value of $217M, and Mastercard Inc with a value of $216M.
Examining the 13F form we can see an increase of $417M in the current position value, from $5.95B to 6.37B.
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 740
- Current Value $6.37 Billion
- Prior Value $5.95 Billion
- Filing
- Period Q1 2024
- Filing Date May 15, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 20 stocks
- Additional Purchases 81 stocks
- Sold out of 0 stocks
- Reduced holdings in 227 stocks