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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 (2015Q1)
Portfolio Summary: 1,006 holdings with a total value of $2,178,346,000.
#
Name
Shares
Value ($)
%
Options
Notes
901 CONOCOPHILLIPS 65,531 4,072,000 0.19%
902 VANGUARD INTL EQUITY INDEX F 102,079 4,171,000 0.19%
903 SELECT SECTOR SPDR TR 57,850 4,196,000 0.19%
904 ILLINOIS TOOL WKS INC 44,574 4,328,000 0.20%
905 BERKSHIRE HATHAWAY INC DEL 20 4,353,000 0.20%
906 WISDOMTREE TR 60,832 4,457,000 0.20%
907 DEVON ENERGY CORP NEW 78,297 4,719,000 0.22%
908 BRISTOL MYERS SQUIBB CO 74,823 4,829,000 0.22%
909 EMERSON ELEC CO 87,982 4,979,000 0.23%
910 US BANCORP DEL 115,046 5,026,000 0.23%
911 DU PONT E I DE NEMOURS & CO 71,243 5,088,000 0.23%
912 VANGUARD INDEX FDS 41,586 5,098,000 0.23%
913 CHECK POINT SOFTWARE TECH LT 62,920 5,158,000 0.24%
914 CHURCH & DWIGHT 61,188 5,227,000 0.24%
915 ABBOTT LABS 113,117 5,240,000 0.24%
916 JPMORGAN CHASE & CO 87,756 5,313,000 0.24%
917 MERCK & CO INC 94,995 5,455,000 0.25%
918 IDEXX LAB 36,505 5,639,000 0.26%
919 ISHARES TR 45,936 5,709,000 0.26%
920 ISHARES TR 58,105 5,749,000 0.26%
921 LOWES COS INC 78,467 5,838,000 0.27%
922 ABBVIE INC 101,044 5,916,000 0.27%
923 KINDER MORGAN INC DEL 144,823 6,089,000 0.28%
924 ISHARES TR 40,261 6,118,000 0.28%
925 MARATHON OIL CORP 240,422 6,263,000 0.29%
926 VANGUARD INTL EQUITY INDEX F 101,923 6,276,000 0.29%
927 ISHARES TR 30,813 6,403,000 0.29%
928 COLGATE PALMOLIVE CO 93,081 6,459,000 0.30%
929 ISHARES RUSSELL 1000 ETF 57,145 6,620,000 0.30%
930 INTEL CORP 212,992 6,658,000 0.31%
931 EOG RES INC 74,700 6,848,000 0.31%
932 SPDR GOLD TR 60,233 6,849,000 0.31%
933 E M C CORP MASS COM 268,327 6,860,000 0.31%
934 INTERNATIONAL BUSINESS MACHS 44,828 7,190,000 0.33%
935 NOBLE CORP PLC 530,039 7,554,000 0.35%
936 SPDR S&P MIDCAP 400 ETF TR 27,891 7,734,000 0.36%
937 PROCTER AND GAMBLE CO 98,554 8,073,000 0.37%
938 PFIZER INC 232,772 8,098,000 0.37%
939 QUALCOMM INC 119,786 8,305,000 0.38%
940 DIAGEO P L C 80,228 8,867,000 0.41%
941 ALLERGAN PLC 29,803 8,867,000 0.41%
942 ORACLE CORP 206,826 8,931,000 0.41%
943 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 81,130 8,979,000 0.41%
944 WELLS FARGO & CO NEW 168,194 9,152,000 0.42%
945 FIVE BELOW INC 260,182 9,266,000 0.43%
946 GENERAL ELECTRIC CO 380,930 9,450,000 0.43%
947 SCHWAB CHARLES CORP 343,987 10,470,000 0.48%
948 GENERAL MLS INC 191,984 10,867,000 0.50%
949 PEPSICO INC 117,953 11,282,000 0.52%
950 AUTOMATIC DATA PROCESSING IN 133,364 11,423,000 0.52%
Page 19 of 21

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-15-000984, filed 2015.05.06).

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.