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Home > Institutional Investor > Evercore Wealth Management, Llc > Profile

Instuitional Investor - Evercore Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Evercore Wealth Management, Llc
Portfolio Value $5,964,089,979
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 1,862,158 $358,521,221 6.01%
2.
Microsoft Corp
 MSFT 910,403 $342,347,796 5.74%
3.
Blackstone Inc.
 BX 1,591,827 $208,401,991 3.49%
4.
Mastercard Inc
 MA 450,589 $192,180,715 3.22%
5.
Amazon Com Inc
 AMZN 1,242,334 $188,760,228 3.16%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)