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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 (2016Q1)
Portfolio Summary: 953 holdings with a total value of $2,263,214,000.
#
Name
Shares
Value ($)
%
Options
Notes
951 UNITEDHEALTH GROUP INC 484,486 62,450,000 2.76%
952 AUTOZONE INC 80,581 64,198,000 2.84%
953 APPLE INC 623,711 67,979,000 3.00%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-003147, filed 2016.05.02).

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.