Evercore Wealth Management, LLC Q3 2017 Filing
Filed November 13, 2017
Portfolio Value
$2.6T
Holdings
912
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (912 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 578,354 | $89.1B | 3.47% | |
| 2 | MAMASTERCARD INCORPORATED | 558,457 | $78.9B | 3.07% | |
| 3 | UNHUNITEDHEALTH GROUP INC | 377,597 | $74.0B | 2.88% | |
| 4 | MSFTMICROSOFT CORP | 978,479 | $72.9B | 2.84% | |
| 5 | HDHOME DEPOT INC | 404,395 | $66.1B | 2.58% | |
| 6 | TMOTHERMO FISHER SCIENTIFIC INC | 322,496 | $61.0B | 2.38% | |
| 7 | AMTAMERICAN TOWER CORP NEW | 444,811 | $60.8B | 2.37% | |
| 8 | AMZNAMAZON COM INC | 60,713 | $58.4B | 2.27% | |
| 9 | CBCHUBB LIMITED | 404,432 | $57.7B | 2.25% | |
| 10 | CBRECBRE GROUP INC | 1,488,510 | $56.4B | 2.20% | |
| 11 | NXPINXP SEMICONDUCTORS N V | 465,106 | $52.6B | 2.05% | |
| 12 | CECELANESE CORP DEL | 504,001 | $52.6B | 2.05% | |
| 13 | GOOGALPHABET INC | 54,746 | $52.5B | 2.04% | |
| 14 | BXUSDBLACKSTONE GROUP L P | 1,497,014 | $50.0B | 1.95% | |
| 15 | ACNACCENTURE PLC IRELAND | 367,091 | $49.6B | 1.93% | |
| 16 | TJXTJX COS INC NEW | 646,295 | $47.7B | 1.86% | |
| 17 | WYWEYERHAEUSER CO | 1,366,686 | $46.5B | 1.81% | |
| 18 | AOSSMITH A O | 781,808 | $46.5B | 1.81% | |
| 19 | ROPROPER TECHNOLOGIES INC | 189,163 | $46.0B | 1.79% | |
| 20 | MMM3M CO | 201,730 | $42.3B | 1.65% | |
| 21 | BLKCHFBLACKROCK INC | 93,397 | $41.8B | 1.63% | |
| 22 | EWBCEAST WEST BANCORP INC | 685,938 | $41.0B | 1.60% | |
| 23 | JNJJOHNSON & JOHNSON | 313,264 | $40.7B | 1.59% | |
| 24 | LWLAMB WESTON HLDGS INC | 847,467 | $39.7B | 1.55% | |
| 25 | SYFSYNCHRONY FINL | 1,278,118 | $39.7B | 1.55% | |
| 26 | GOOGLALPHABET INC | 39,590 | $38.5B | 1.50% | |
| 27 | AZOAUTOZONE INC | 64,078 | $38.1B | 1.49% | |
| 28 | BRK/BBERKSHIRE HATHAWAY INC DEL | 204,167 | $37.4B | 1.46% | |
| 29 | EPSWISDOMTREE TR | 424,849 | $36.9B | 1.44% | |
| 30 | TXNTEXAS INSTRS INC | 409,635 | $36.7B | 1.43% | |
| 31 | WRKUSDWESTROCK CO | 602,482 | $34.2B | 1.33% | |
| 32 | SLBSCHLUMBERGER LTD | 445,189 | $31.1B | 1.21% | |
| 33 | ADBEADOBE SYS INC | 203,652 | $30.4B | 1.18% | |
| 34 | NKENIKE INC | 554,859 | $28.8B | 1.12% | |
| 35 | MFS1EURWELBILT INC | 1,164,997 | $26.9B | 1.05% | |
| 36 | DORMDORMAN PRODUCTS INC | 372,470 | $26.7B | 1.04% | |
| 37 | —ALLERGAN PLC | 116,662 | $23.9B | 0.93% | |
| 38 | CLBCORE LABORATORIES N V | 232,837 | $23.0B | 0.89% | |
| 39 | COSTCOSTCO WHSL CORP NEW | 136,182 | $22.4B | 0.87% | |
| 40 | AKXANSYS INC | 179,132 | $22.0B | 0.86% | |
| 41 | IWDISHARES TR | 175,124 | $20.8B | 0.81% | |
| 42 | CVXCHEVRON CORP NEW | 165,413 | $19.4B | 0.76% | |
| 43 | XOMEXXON MOBIL CORP | 225,908 | $18.5B | 0.72% | |
| 44 | ANAUTONATION INC | 372,326 | $17.7B | 0.69% | |
| 45 | SPYSPDR S&P 500 ETF TR | 69,938 | $17.6B | 0.68% | |
| 46 | EFAISHARES TR | 234,949 | $16.1B | 0.63% | |
| 47 | SHWSHERWIN WILLIAMS CO | 39,084 | $14.0B | 0.54% | |
| 48 | IVVISHARES TR | 47,801 | $12.1B | 0.47% | |
| 49 | PEPPEPSICO INC | 108,076 | $12.0B | 0.47% | |
| 50 | CSCOCISCO SYS INC | 357,898 | $12.0B | 0.47% | |
| 51 | JPMJPMORGAN CHASE & CO | 110,924 | $10.6B | 0.41% | |
| 52 | SCHWSCHWAB CHARLES CORP NEW | 227,915 | $10.0B | 0.39% | |
| 53 | MCKMCKESSON CORP | 64,557 | $9.9B | 0.39% | |
| 54 | IDXXIDEXX LABS INC | 63,462 | $9.9B | 0.38% | |
| 55 | GEGENERAL ELECTRIC CO | 381,852 | $9.2B | 0.36% | |
| 56 | ABBVABBVIE INC | 103,289 | $9.2B | 0.36% | |
| 57 | UPSUNITED PARCEL SERVICE INC | 76,145 | $9.1B | 0.36% | |
| 58 | DISDISNEY WALT CO | 90,780 | $8.9B | 0.35% | |
| 59 | MRKMERCK & CO INC | 138,364 | $8.9B | 0.35% | |
| 60 | IWFISHARES TR | 70,452 | $8.8B | 0.34% | |
| 61 | INTCINTEL CORP | 230,855 | $8.8B | 0.34% | |
| 62 | IWBISHARES TR | 61,324 | $8.6B | 0.33% | |
| 63 | UTXZUNITED TECHNOLOGIES CORP | 69,354 | $8.1B | 0.31% | |
| 64 | UNPUNION PAC CORP | 67,220 | $7.8B | 0.30% | |
| 65 | BMYBRISTOL MYERS SQUIBB CO | 121,180 | $7.7B | 0.30% | |
| 66 | TAT&T INC | 190,394 | $7.5B | 0.29% | |
| 67 | ADPAUTOMATIC DATA PROCESSING IN | 67,384 | $7.4B | 0.29% | |
| 68 | WFCWELLS FARGO CO NEW | 133,450 | $7.4B | 0.29% | |
| 69 | ORCLORACLE CORP | 151,510 | $7.3B | 0.29% | |
| 70 | PFEPFIZER INC | 199,832 | $7.1B | 0.28% | |
| 71 | MDYSPDR S&P MIDCAP 400 ETF TR | 21,339 | $7.0B | 0.27% | |
| 72 | AAXJISHARES TR | 95,291 | $6.9B | 0.27% | |
| 73 | IGIBISHARES TR | 60,700 | $6.7B | 0.26% | |
| 74 | ABTABBOTT LABS | 121,069 | $6.5B | 0.25% | |
| 75 | PGPROCTER AND GAMBLE CO | 69,577 | $6.3B | 0.25% | |
| 76 | CHKPCHECK POINT SOFTWARE TECH LT | 53,181 | $6.1B | 0.24% | |
| 77 | ITWILLINOIS TOOL WKS INC | 40,515 | $6.0B | 0.23% | |
| 78 | EPDENTERPRISE PRODS PARTNERS L | 229,683 | $6.0B | 0.23% | |
| 79 | USBUS BANCORP DEL | 110,145 | $5.9B | 0.23% | |
| 80 | 4I1PHILIP MORRIS INTL INC | 48,141 | $5.3B | 0.21% | |
| 81 | EOGEOG RES INC | 55,040 | $5.3B | 0.21% | |
| 82 | VBVANGUARD INDEX FDS | 36,874 | $5.2B | 0.20% | |
| 83 | SYKSTRYKER CORP | 35,235 | $5.0B | 0.19% | |
| 84 | —DOWDUPONT INC | 71,427 | $4.9B | 0.19% | |
| 85 | MCDMCDONALDS CORP | 28,895 | $4.5B | 0.18% | |
| 86 | GILDGILEAD SCIENCES INC | 53,861 | $4.4B | 0.17% | |
| 87 | KOCOCA COLA CO | 94,684 | $4.3B | 0.17% | |
| 88 | CLCOLGATE PALMOLIVE CO | 57,741 | $4.2B | 0.16% | |
| 89 | METAFACEBOOK INC | 24,215 | $4.1B | 0.16% | |
| 90 | IBMINTERNATIONAL BUSINESS MACHS | 28,312 | $4.1B | 0.16% | |
| 91 | —WISDOMTREE TR | 130,120 | $4.1B | 0.16% | |
| 92 | LOWLOWES COS INC | 51,103 | $4.1B | 0.16% | |
| 93 | MOALTRIA GROUP INC | 63,812 | $4.0B | 0.16% | |
| 94 | CHDCHURCH & DWIGHT INC | 82,987 | $4.0B | 0.16% | |
| 95 | IAUUSDISHARES GOLD TRUST | 307,260 | $3.8B | 0.15% | |
| 96 | GLDSPDR GOLD TRUST | 28,748 | $3.5B | 0.14% | |
| 97 | HONHONEYWELL INTL INC | 23,913 | $3.4B | 0.13% | |
| 98 | VOVANGUARD INDEX FDS | 22,915 | $3.4B | 0.13% | |
| 99 | EMREMERSON ELEC CO | 52,615 | $3.3B | 0.13% | |
| 100 | BRK-BBERKSHIRE HATHAWAY INC DEL | 12 | $3.3B | 0.13% |
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