Institution Information
Reportee Signature Date Report period Total Entries Total Value($)
EVERCORE WEALTH MANAGEMENT LLC 08-13-2019 06-30-2019 753 3,292,363,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%)
MICROSOFT CORP COM 1 $135,529,000 1,011,712 4.12 3.80 10,444 1.04
MASTERCARD INC CL A 2 $129,992,000 491,409 3.95 3.83 -13,778 -2.73
APPLE INC COM 3 $121,610,000 614,438 3.69 3.53 36,886 6.39
AMAZON COM INC COM 4 $110,371,000 58,285 3.35 3.46 -1,970 -3.27
THERMO FISHER SCIENTIFIC INC COM 5 $100,414,000 341,916 3.05 3.00 1,428 0.42
HOME DEPOT INC COM 6 $90,541,000 435,360 2.75 2.59 16,376 3.91
UNITEDHEALTH GROUP INC COM 7 $90,354,000 370,287 2.74 2.90 6,114 1.68
AMERICAN TOWER CORP NEW COM 8 $86,182,000 421,529 2.62 2.79 -18,335 -4.17
BLACKSTONE GROUP L P COM UNIT LTD 9 $76,980,000 1,732,997 2.34 1.92 29,699 1.74
CBRE GROUP INC CL A 10 $76,820,000 1,497,477 2.33 2.36 13,309 0.90
ACCENTURE PLC IRELAND SHS CLASS A 11 $73,466,000 397,609 2.23 2.37 -21,309 -5.09
ROPER TECHNOLOGIES INC COM 12 $69,416,000 189,527 2.11 2.07 1,174 0.62
TJX COS INC NEW COM 13 $67,821,000 1,282,540 2.06 2.15 28,613 2.28
AUTOZONE INC COM 14 $64,255,000 58,442 1.95 1.92 184 0.32
CHUBB LIMITED COM 15 $62,449,000 423,985 1.90 1.87 9,286 2.24
ALPHABET INC CAP STK CL C 16 $59,968,000 55,479 1.82 2.07 716 1.31
ADOBE INC COM 17 $59,699,000 202,609 1.81 1.72 2,278 1.14
CELANESE CORP DEL COM 18 $59,589,000 552,775 1.81 1.62 42,540 8.34
ABBOTT LABS COM 19 $58,861,000 699,888 1.79 1.68 45,736 6.99
BERKSHIRE HATHAWAY INC DEL CL B NEW 20 $58,241,000 273,214 1.77 1.55 34,255 14.34
ROYAL CARIBBEAN CRUISES LTD COM 21 $49,617,000 409,353 1.51 1.36 41,414 11.26
TEXAS INSTRS INC COM 22 $48,511,000 422,712 1.47 1.41 10,910 2.65
BLACKROCK INC COM 23 $48,112,000 102,519 1.46 1.35 4,334 4.41
MORGAN STANLEY COM NEW 24 $47,876,000 1,092,795 1.45 1.23 188,161 20.80
DOMINOS PIZZA INC COM 25 $47,133,000 169,375 1.43 1.27 17,176 11.29
NIKE INC CL B 26 $45,451,000 541,408 1.38 1.43 13,200 2.50
ALPHABET INC CAP STK CL A 27 $45,170,000 41,717 1.37 1.55 895 2.19
JOHNSON & JOHNSON COM 28 $43,641,000 313,334 1.33 1.38 6,614 2.16
3M CO COM 29 $41,487,000 239,335 1.26 1.61 -1,401 -0.58
SYNCHRONY FINL COM 30 $39,526,000 1,140,055 1.20 1.15 21,121 1.89
SPDR S&P 500 ETF TR TR UNIT 31 $38,301,000 130,718 1.16 1.13 6,413 5.16
ANSYS INC COM 32 $38,181,000 186,415 1.16 1.04 9,342 5.28
SMITH A O CORP COM 33 $36,397,000 771,773 1.11 1.30 16,316 2.16
IPG PHOTONICS CORP COM 34 $35,323,000 228,998 1.07 1.00 25,040 12.28
COSTCO WHSL CORP NEW COM 35 $34,705,000 131,329 1.05 1.01 1,897 1.47
EAST WEST BANCORP INC COM 36 $32,671,000 698,550 0.99 1.08 -1,629 -0.23
WISDOMTREE TR US LARGECAP DIVD 37 $29,706,000 306,556 0.90 0.92 4,909 1.63
WESTROCK CO COM 38 $28,090,000 770,229 0.85 0.84 90,879 13.38
CHEVRON CORP NEW COM 39 $26,826,000 215,579 0.81 0.83 6,493 3.11
ISHARES TR MSCI EAFE ETF 40 $26,241,000 399,234 0.80 0.82 4,818 1.22
WEYERHAEUSER CO COM 41 $23,140,000 878,492 0.70 0.80 -60,625 -6.46
CISCO SYS INC COM 42 $21,207,000 387,485 0.64 0.64 17,890 4.84
PEPSICO INC COM 43 $19,941,000 152,069 0.61 0.59 3,118 2.09
ISHARES TR CORE S&P500 ETF 44 $18,981,000 64,397 0.58 0.56 2,772 4.50
SHERWIN WILLIAMS CO COM 45 $17,809,000 38,860 0.54 0.52 1,296 3.45
EXXON MOBIL CORP COM 46 $16,932,000 220,958 0.51 0.57 1,565 0.71
APPLIED MATLS INC COM 47 $16,819,000 374,487 0.51 0.45 18,618 5.23
JPMORGAN CHASE & CO COM 48 $15,905,000 142,265 0.48 0.43 9,924 7.50
PFIZER INC COM 49 $15,763,000 363,885 0.48 0.48 14,066 4.02
UNITED TECHNOLOGIES CORP COM 50 $15,058,000 115,653 0.46 0.48 -1,172 -1.00
INTEL CORP COM 51 $14,960,000 312,513 0.45 0.53 6,271 2.05
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