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 |
|---|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL FLAVORS&FRAGRA | COM | 301 | $557,883 | 6,890 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BIOGEN INC | COM | 302 | $556,355 | 2,150 | 0.00 | 0.00 | -10 | -0.46 | 12-31-2023 |
| MOTOROLA SOLUTIONS INC | COM NEW | 303 | $552,291 | 1,764 | 0.00 | 0.00 | 94 | 5.63 | 12-31-2023 |
| VERISK ANALYTICS INC | COM | 304 | $545,079 | 2,282 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
