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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
101 WISDOMTREE TR 60,832 4,457,000 0.20%
102 BERKSHIRE HATHAWAY INC DEL 20 4,353,000 0.20%
103 ILLINOIS TOOL WKS INC 44,574 4,328,000 0.20%
104 SELECT SECTOR SPDR TR 57,850 4,196,000 0.19%
105 VANGUARD INTL EQUITY INDEX F 102,079 4,171,000 0.19%
106 CONOCOPHILLIPS 65,531 4,072,000 0.19%
107 CVS HEALTH CORP 39,302 4,057,000 0.19%
108 ENBRIDGE ENERGY PARTNERS L P 106,376 3,828,000 0.18%
109 COCA COLA CO 94,136 3,813,000 0.18%
110 MCDONALDS CORP 36,903 3,597,000 0.17%
111 PHILIP MORRIS INTL INC 46,263 3,491,000 0.16%
112 STRYKER CORP 37,024 3,413,000 0.16%
113 AFLAC INC 49,110 3,141,000 0.14%
114 VERIZON COMMUNICATIONS INC 63,874 3,111,000 0.14%
115 NOVO-NORDISK A S 57,490 3,069,000 0.14%
116 STATE STR CORP 40,365 2,968,000 0.14%
117 JACOBS ENGR GROUP INC 63,027 2,846,000 0.13%
118 CELGENE CORP 24,548 2,829,000 0.13%
119 WAL-MART STORES INC 33,569 2,754,000 0.13%
120 ECOLAB INC 23,548 2,693,000 0.12%
121 STERLING BANCORP DEL COM 199,990 2,682,000 0.12%
122 AMGEN INC 16,702 2,670,000 0.12%
123 ISHARES TR 33,432 2,508,000 0.12%
124 DANAHER CORP DEL 29,157 2,477,000 0.11%
125 MEDTRONIC PLC 31,378 2,447,000 0.11%
126 ISHARES TR 21,291 2,426,000 0.11%
127 WILLIAMS COS INC DEL 46,034 2,331,000 0.11%
128 SPDR INDEX SHS FDS 53,190 2,305,000 0.11%
129 LILLY ELI & CO 30,674 2,230,000 0.10%
130 HONEYWELL INTL INC 21,218 2,216,000 0.10%
131 METTLER-TOLEDO 6,685 2,198,000 0.10%
132 FRANKLIN RESOURCES INC 41,797 2,145,000 0.10%
133 PLAINS ALL AMERN PIPELINE L 43,750 2,134,000 0.10%
134 APACHE CORP 35,256 2,125,000 0.10%
135 Alcoa 162,339 2,098,000 0.10%
136 PHILLIPS 66 26,547 2,089,000 0.10%
137 AMERISOURCEBERGEN CORP 18,370 2,088,000 0.10%
138 ENERGY TRANSFER PRTNRS L P 37,370 2,084,000 0.10%
139 CABOT OIL & GAS CORP 70,200 2,073,000 0.10%
140 DOW CHEM CO 41,219 1,977,000 0.09%
141 VANGUARD INTL EQUITY INDEX F 40,346 1,966,000 0.09%
142 BIOGEN INC 4,619 1,950,000 0.09%
143 ISHARES TR 11,235 1,946,000 0.09%
144 ILLUMINA INC 10,350 1,921,000 0.09%
145 NEXTERA ENERGY INC 18,108 1,885,000 0.09%
146 AT&T INC 57,177 1,870,000 0.09%
147 ANSYS 21,151 1,862,000 0.09%
148 THERMO FISHER SCIENTIFIC INC 13,753 1,845,000 0.08%
149 SALESFORCE COM INC 27,470 1,836,000 0.08%
150 AMPHENOL CORP NEW 30,788 1,817,000 0.08%
Page 3 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.