Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
EVERCORE WEALTH MANAGEMENT LLC 02-14-2024 12-31-2023 743 5,964,089,979
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SELECT SECTOR SPDR TR SBI CONS DISCR 151 $2,514,068 14,060 0.00 0.00 2,550 22.15 12-31-2023
TARGET CORP COM 152 $2,512,289 17,640 0.00 0.00 -730 -3.97 12-31-2023
MONDELEZ INTL INC CL A 153 $2,507,527 34,620 0.00 0.00 2,150 6.62 12-31-2023
COLGATE PALMOLIVE CO COM 154 $2,485,199 31,178 0.00 0.00 -8,064 -20.55 12-31-2023
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