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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 (2016Q4)
Portfolio Summary: 1,023 holdings with a total value of $2,413,274,000.
#
Name
Shares
Value ($)
%
Options
Notes
1001 JOHNSON & JOHNSON 320,550 36,930,000 1.53%
1002 3M CO 208,952 37,312,000 1.55%
1003 A O SMITH 815,175 38,599,000 1.60%
1004 SYNCHRONY FINL 1,087,603 39,447,000 1.63%
1005 SCHLUMBERGER LTD 482,320 40,491,000 1.68%
1006 BLACKSTONE GROUP L P 1,542,253 41,687,000 1.73%
1007 WEYERHAEUSER CO 1,393,975 41,945,000 1.74%
1008 ACCENTURE PLC IRELAND 369,375 43,265,000 1.79%
1009 AMAZON COM INC 57,856 43,384,000 1.80%
1010 ALPHABET INC 57,262 44,196,000 1.83%
1011 CELANESE CORP DEL 570,477 44,920,000 1.86%
1012 THERMO FISHER SCIENTIFIC INC 320,674 45,247,000 1.87%
1013 AMERICAN TOWER CORP NEW 481,963 50,934,000 2.11%
1014 TJX COS INC NEW 689,332 51,790,000 2.15%
1015 CBRE GROUP INC 1,659,909 52,271,000 2.17%
1016 CHUBB LIMITED 426,351 56,330,000 2.33%
1017 NXP SEMICONDUCTORS N V 577,221 56,574,000 2.34%
1018 HOME DEPOT INC 422,550 56,655,000 2.35%
1019 MASTERCARD INCORPORATED 594,110 61,342,000 2.54%
1020 AUTOZONE INC 77,971 61,581,000 2.55%
1021 MICROSOFT CORP 1,016,511 63,166,000 2.62%
1022 APPLE INC 612,589 70,950,000 2.94%
1023 UNITEDHEALTH GROUP INC 463,407 74,164,000 3.07%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-17-000277, filed 2017.02.08).

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.