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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 (2016Q3)
Portfolio Summary: 1,029 holdings with a total value of $2,416,912,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 PEPSICO INC 118,752 12,917,000 0.53%
52 GENERAL ELECTRIC CO 422,305 12,509,000 0.52%
53 SHERWIN WILLIAMS CO 44,461 12,301,000 0.51%
54 CISCO SYS INC 373,059 11,833,000 0.49%
55 AUTOMATIC DATA PROCESSING IN 128,672 11,349,000 0.47%
56 DISNEY WALT CO 114,674 10,649,000 0.44%
57 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 81,317 9,055,000 0.37%
58 UNITED PARCEL SERVICE INC 81,978 8,964,000 0.37%
59 AT&T INC 214,377 8,705,000 0.36%
60 ENTERPRISE PRODS PARTNERS L 305,268 8,435,000 0.35%
61 INTEL CORP 220,386 8,319,000 0.34%
62 IDEXX LAB 72,255 8,145,000 0.34%
63 ISHARES TR 76,266 7,945,000 0.33%
64 PFIZER INC 234,138 7,931,000 0.33%
65 MERCK & CO INC 125,946 7,859,000 0.33%
66 UNION PAC CORP 79,517 7,755,000 0.32%
67 ISHARES RUSSELL 1000 ETF 60,499 7,288,000 0.30%
68 PROCTER AND GAMBLE CO 80,369 7,213,000 0.30%
69 ABBVIE INC 111,686 7,044,000 0.29%
70 UNITED TECHNOLOGIES CORP 68,476 6,957,000 0.29%
71 SCHWAB CHARLES CORP 218,274 6,890,000 0.29%
72 WELLS FARGO & CO NEW 151,994 6,731,000 0.28%
73 S&P MidCap 400 Spdrs 22,937 6,474,000 0.27%
74 ISHARES TR 29,535 6,426,000 0.27%
75 EOG RES INC 65,313 6,316,000 0.26%
76 ISHARES TR 263,146 6,305,000 0.26%
77 BRISTOL MYERS SQUIBB CO 111,039 5,988,000 0.25%
78 JPMORGAN CHASE & CO 86,244 5,743,000 0.24%
79 ORACLE CORP 140,968 5,537,000 0.23%
80 ISHARES TR 35,051 5,422,000 0.22%
81 CHURCH & DWIGHT 112,404 5,386,000 0.22%
82 ILLINOIS TOOL WKS INC 44,049 5,279,000 0.22%
83 SPDR GOLD TRUST 41,427 5,204,000 0.22%
84 COLGATE PALMOLIVE CO 70,097 5,197,000 0.22%
85 COCA COLA CO 122,120 5,168,000 0.21%
86 WISDOMTREE TR 194,850 5,105,000 0.21%
87 SELECT SECTOR SPDR TRUST THE H 69,425 5,006,000 0.21%
88 PHILIP MORRIS INTL INC 51,431 5,000,000 0.21%
89 ABBOTT LABS 117,985 4,989,000 0.21%
90 INTERNATIONAL BUSINESS MACHS 31,295 4,971,000 0.21%
91 ISHARES TR 78,238 4,735,000 0.20%
92 JABIL INC COM 216,661 4,728,000 0.20%
93 VANGUARD INDEX FDS 36,193 4,422,000 0.18%
94 KRAFT HEINZ CO 48,767 4,366,000 0.18%
95 STRYKER CORP 37,092 4,317,000 0.18%
96 CHECK POINT SOFTWARE TECH LT 54,819 4,255,000 0.18%
97 LOWES COS INC 58,837 4,248,000 0.18%
98 ALTRIA GROUP INC 66,929 4,232,000 0.18%
99 CABOT CORP 79,327 4,158,000 0.17%
100 US BANCORP DEL 96,447 4,137,000 0.17%
Page 2 of 21

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-004131, filed 2016.11.10).

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.