Evercore Wealth Management
$6.4B Assets Reported
439 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 1,504,338 | $382M | 6.0% |
| NVDA | NVIDIA CORPORATION | 2,182,929 | $381M | 6.0% |
| MSFT | MICROSOFT CORP | 784,201 | $290M | 4.6% |
| GOOG | ALPHABET INC | 887,425 | $255M | 4.0% |
| AMZN | AMAZON COM INC | 1,122,187 | $234M | 3.7% |
| GOOGL | ALPHABET INC | 714,008 | $205M | 3.2% |
| MA | MASTERCARD INCORPORATED | 392,062 | $196M | 3.1% |
| MS | MORGAN STANLEY | 1,177,393 | $194M | 3.0% |
| FIX | COMFORT SYS USA INC | 134,308 | $185M | 2.9% |
| AZO | AUTOZONE INC | 51,425 | $174M | 2.7% |
Track Evercore Wealth Management's 13F portfolio: $6.4B in reported holdings, 439 positions. Top holdings, AUM, and quarterly changes on SentiSense.