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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 (2015Q3)
Portfolio Summary: 964 holdings with a total value of $2,093,282,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 BERKSHIRE HATHAWAY INC DEL 19 3,707,000 0.18%
102 MCDONALDS CORP 36,358 3,584,000 0.17%
103 WISDOMTREE TR 52,957 3,559,000 0.17%
104 STRYKER CORP 37,096 3,492,000 0.17%
105 PHILIP MORRIS INTL INC 42,905 3,408,000 0.16%
106 NOVO-NORDISK A S 61,190 3,319,000 0.16%
107 KINDER MORGAN INC DEL 119,159 3,298,000 0.16%
108 EMERSON ELEC CO 72,212 3,190,000 0.15%
109 VANGUARD INDEX FDS 27,439 2,962,000 0.14%
110 CONOCOPHILLIPS 60,080 2,881,000 0.14%
111 AFLAC INC 48,726 2,832,000 0.14%
112 CELGENE CORP 25,365 2,744,000 0.13%
113 DANAHER CORP DEL 31,349 2,671,000 0.13%
114 DU PONT E I DE NEMOURS & CO 54,741 2,641,000 0.13%
115 ECOLAB INC 23,509 2,579,000 0.12%
116 STATE STR CORP 38,172 2,567,000 0.12%
117 ENBRIDGE ENERGY PARTNERS L P 94,963 2,344,000 0.11%
118 FACEBOOK INC 25,954 2,333,000 0.11%
119 ISHARES TR 33,432 2,326,000 0.11%
120 VERIZON COMMUNICATIONS INC 52,483 2,284,000 0.11%
121 LILLY ELI & CO 26,621 2,229,000 0.11%
122 TRAVELERS COMPANIES INC 20,943 2,085,000 0.10%
123 ISHARES TR 17,860 2,037,000 0.10%
124 DIAGEO P L C 18,592 2,008,000 0.10%
125 PHILLIPS 66 26,011 2,002,000 0.10%
126 ALTRIA GROUP INC 36,448 1,981,000 0.09%
127 SPDR INDEX SHS FDS 50,266 1,977,000 0.09%
128 THERMO FISHER SCIENTIFIC INC 16,146 1,974,000 0.09%
129 METTLER-TOLEDO 6,878 1,959,000 0.09%
130 HONEYWELL INTL INC 20,269 1,919,000 0.09%
131 WAL-MART STORES INC 29,518 1,909,000 0.09%
132 SALESFORCE COM INC 27,269 1,893,000 0.09%
133 ISHARES TR 11,908 1,850,000 0.09%
134 WISDOMTREE TRUST ASIA PACIFIC EX JAPAN FUND 32,766 1,777,000 0.08%
135 ILLUMINA INC 9,850 1,732,000 0.08%
136 VANGUARD INTL EQUITY INDEX F 40,571 1,729,000 0.08%
137 STARBUCKS CORP 30,031 1,708,000 0.08%
138 AMERISOURCEBERGEN CORP 17,974 1,705,000 0.08%
139 LOCKHEED MARTIN CORP 8,226 1,704,000 0.08%
140 NEXTERA ENERGY INC 17,155 1,673,000 0.08%
141 KRAFT HEINZ CO 23,452 1,655,000 0.08%
142 ISHARES TR 15,025 1,646,000 0.08%
143 AMPHENOL CORP NEW 32,112 1,637,000 0.08%
144 WILLIAMS COS INC DEL 44,390 1,634,000 0.08%
145 DOW CHEM CO 38,287 1,622,000 0.08%
146 ISHARES TR 14,700 1,585,000 0.08%
147 BLACKROCK INC 5,311 1,580,000 0.08%
148 GENERAL DYNAMICS CORP 11,029 1,522,000 0.07%
149 AMGEN INC 10,981 1,518,000 0.07%
150 VANGUARD INTL EQUITY INDEX F 45,804 1,518,000 0.07%
Page 3 of 20

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-15-001987, filed 2015.11.16).

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.