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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 $6,431,745,252
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 836,043 $415,856,200 6.47%
2.
Nvidia Corp
 NVDA 2,413,188 $381,259,572 5.93%
3.
Apple Inc.
 AAPL 1,645,530 $337,613,485 5.25%
4.
Amazon Com Inc
 AMZN 1,163,536 $255,268,163 3.97%
5.
Mastercard Inc
 MA 412,418 $231,754,171 3.6%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)