Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVERCORE WEALTH MANAGEMENT LLC | 08-14-2024 | 06-30-2024 | 728 | 6,353,152,285 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $397,892,559 | 890,240 | 0.01 | 0.01 | -14,851 | -1.64 | 06-30-2024 |
| APPLE INC | COM | 2 | $374,929,641 | 1,780,124 | 0.01 | 0.00 | -26,777 | -1.48 | 06-30-2024 |
| NVIDIA CORPORATION | COM | 3 | $295,124,706 | 2,388,900 | 0.00 | 0.00 | 2,148,278 | 892.80 | 06-30-2024 |
| AMAZON COM INC | COM | 4 | $233,094,479 | 1,206,181 | 0.00 | 0.00 | -14,634 | -1.20 | 06-30-2024 |
