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Institutional Investment Manager
Evercore Wealth Management, LLC
Evercore Wealth Management, LLC (CIK: 0001482689) incorporated in Delaware, located at 55 East 52nd Street, New York, NY. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q3)
Portfolio Summary: 945 holdings with a total value of $1,996,045,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 RALPH LAUREN CORP 80,409 13,235,000 0.66%
52 SPDR S&P 500 ETF TR 62,970 12,410,000 0.62%
53 VANGUARD INDEX FDS 107,587 11,902,000 0.60%
54 CISCO SYS INC 466,213 11,737,000 0.59%
55 PEPSICO INC 121,970 11,354,000 0.57%
56 AUTOMATIC DATA PROCESSING IN 131,891 10,960,000 0.55%
57 INTERNATIONAL BUSINESS MACHS 56,772 10,774,000 0.54%
58 EXAMWORKS GROUP INC COM 316,335 10,362,000 0.52%
59 SCHWAB CHARLES CORP 344,194 10,115,000 0.51%
60 GENERAL ELECTRIC CO 394,260 10,104,000 0.51%
61 WELLS FARGO & CO NEW 193,116 10,015,000 0.50%
62 SHERWIN WILLIAMS CO 44,444 9,736,000 0.49%
63 GENERAL MLS INC 181,246 9,141,000 0.46%
64 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 83,545 9,133,000 0.46%
65 DIAGEO P L C 79,011 9,127,000 0.46%
66 ORACLE CORP 233,997 8,957,000 0.45%
67 ISHARES TR 139,225 8,925,000 0.45%
68 SPDR GOLD TR 75,676 8,801,000 0.44%
69 PROCTER AND GAMBLE CO 102,962 8,617,000 0.43%
70 JACOBS ENGR GROUP INC 169,158 8,261,000 0.41%
71 E M C CORP MASS COM 271,971 7,958,000 0.40%
72 EOG RES INC 78,263 7,749,000 0.39%
73 VANGUARD INTL EQUITY INDEX F 184,719 7,701,000 0.39%
74 INTEL CORP 212,749 7,406,000 0.37%
75 SPDR S&P MIDCAP 400 ETF TR 28,713 7,159,000 0.36%
76 PFIZER INC 237,451 7,026,000 0.35%
77 EMERSON ELEC CO 108,099 6,761,000 0.34%
78 COLGATE PALMOLIVE CO 99,142 6,476,000 0.32%
79 ISHARES RUSSELL 1000 ETF 57,145 6,279,000 0.31%
80 COVIDIEN PLC 71,282 6,166,000 0.31%
81 CONOCOPHILLIPS 77,265 5,915,000 0.30%
82 MERCK & CO INC 99,065 5,877,000 0.29%
83 DU PONT E I DE NEMOURS & CO 81,615 5,860,000 0.29%
84 ABBVIE INC 100,686 5,823,000 0.29%
85 ISHARES TR 29,268 5,803,000 0.29%
86 JPMORGAN CHASE & CO 95,607 5,755,000 0.29%
87 VANGUARD INTL EQUITY INDEX F 94,057 5,680,000 0.28%
88 ISHARES TR 39,979 5,467,000 0.27%
89 US BANCORP DEL 128,098 5,359,000 0.27%
90 METLIFE INC 95,757 5,146,000 0.26%
91 ISHARES TR 53,654 4,917,000 0.25%
92 ABBOTT LABS 116,553 4,845,000 0.24%
93 ISHARES TR 43,880 4,794,000 0.24%
94 LOWES COS INC 88,236 4,672,000 0.23%
95 IDEXX LAB 39,205 4,620,000 0.23%
96 CHURCH & DWIGHT 63,940 4,486,000 0.22%
97 CHECK POINT SOFTWARE TECH LT 64,220 4,447,000 0.22%
98 MCDONALDS CORP 45,780 4,339,000 0.22%
99 ISHARES TR 101,759 4,229,000 0.21%
100 Kinder Morgan Inc. 44,595 4,160,000 0.21%
Page 2 of 19

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-14-001741, filed 2014.11.13).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.