Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVERCORE WEALTH MANAGEMENT LLC | 05-15-2024 | 03-31-2024 | 740 | 6,379,468,324 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $380,789,720 | 905,091 | 0.01 | 0.01 | -5,312 | -0.58 | 03-31-2024 |
| APPLE INC | COM | 2 | $309,847,327 | 1,806,901 | 0.00 | 0.01 | -55,257 | -2.97 | 03-31-2024 |
| AMAZON COM INC | COM | 3 | $220,210,609 | 1,220,815 | 0.00 | 0.00 | -21,519 | -1.73 | 03-31-2024 |
| NVIDIA CORPORATION | COM | 4 | $217,416,414 | 240,622 | 0.00 | 0.00 | -18,841 | -7.26 | 03-31-2024 |
