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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
1001 CBRE GROUP INC 1,098,472 42,525,000 1.95%
1002 NXP SEMICONDUCTORS N V 453,231 45,507,000 2.09%
1003 MASTERCARD INCORPORATED 531,219 45,907,000 2.11%
1004 TJX COS INC NEW 657,346 46,076,000 2.12%
1005 UNITEDHEALTH GROUP INC 412,452 48,796,000 2.24%
1006 APPLE INC 633,517 78,830,000 3.62%
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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.