Evercore Wealth Management, LLC Q4 2017 Filing
Filed February 13, 2018
Portfolio Value
$2.7T
Holdings
918
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (918 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 571,166 | $96.7B | 3.59% | |
| 2 | MAMASTERCARD INCORPORATED | 545,077 | $82.5B | 3.07% | |
| 3 | MSFTMICROSOFT CORP | 957,890 | $81.9B | 3.05% | |
| 4 | UNHUNITEDHEALTH GROUP INC | 367,522 | $81.0B | 3.01% | |
| 5 | HDHOME DEPOT INC | 397,275 | $75.3B | 2.80% | |
| 6 | AMZNAMAZON COM INC | 59,377 | $69.4B | 2.58% | |
| 7 | CBRECBRE GROUP INC | 1,444,951 | $62.6B | 2.33% | |
| 8 | AMTAMERICAN TOWER CORP NEW | 437,414 | $62.4B | 2.32% | |
| 9 | TMOTHERMO FISHER SCIENTIFIC INC | 319,907 | $60.7B | 2.26% | |
| 10 | CBCHUBB LIMITED | 399,923 | $58.4B | 2.17% | |
| 11 | GOOGALPHABET INC | 53,484 | $56.0B | 2.08% | |
| 12 | ACNACCENTURE PLC IRELAND | 361,505 | $55.3B | 2.06% | |
| 13 | CECELANESE CORP DEL | 464,816 | $49.8B | 1.85% | |
| 14 | SYFSYNCHRONY FINL | 1,263,374 | $48.8B | 1.81% | |
| 15 | TJXTJX COS INC NEW | 636,708 | $48.7B | 1.81% | |
| 16 | ROPROPER TECHNOLOGIES INC | 185,557 | $48.1B | 1.79% | |
| 17 | AOSSMITH A O | 773,671 | $47.4B | 1.76% | |
| 18 | WYWEYERHAEUSER CO | 1,343,798 | $47.4B | 1.76% | |
| 19 | BLKCHFBLACKROCK INC | 92,142 | $47.3B | 1.76% | |
| 20 | LWLAMB WESTON HLDGS INC | 832,069 | $47.0B | 1.75% | |
| 21 | BXUSDBLACKSTONE GROUP L P | 1,457,515 | $46.7B | 1.74% | |
| 22 | MMM3M CO | 198,107 | $46.6B | 1.73% | |
| 23 | NXPINXP SEMICONDUCTORS N V | 367,906 | $43.1B | 1.60% | |
| 24 | JNJJOHNSON & JOHNSON | 306,428 | $42.8B | 1.59% | |
| 25 | TXNTEXAS INSTRS INC | 406,163 | $42.4B | 1.58% | |
| 26 | EWBCEAST WEST BANCORP INC | 681,489 | $41.5B | 1.54% | |
| 27 | GOOGLALPHABET INC | 39,259 | $41.4B | 1.54% | |
| 28 | AZOAUTOZONE INC | 58,122 | $41.3B | 1.54% | |
| 29 | BRK/BBERKSHIRE HATHAWAY INC DEL | 203,380 | $40.3B | 1.50% | |
| 30 | EPSWISDOMTREE TR | 420,468 | $38.7B | 1.44% | |
| 31 | WRKUSDWESTROCK CO | 594,453 | $37.6B | 1.40% | |
| 32 | ADBEADOBE SYS INC | 209,110 | $36.6B | 1.36% | |
| 33 | NKENIKE INC | 542,280 | $33.9B | 1.26% | |
| 34 | MFS1EURWELBILT INC | 1,215,837 | $28.6B | 1.06% | |
| 35 | CLBCORE LABORATORIES N V | 250,906 | $27.5B | 1.02% | |
| 36 | AKXANSYS INC | 176,455 | $26.0B | 0.97% | |
| 37 | DORMDORMAN PRODUCTS INC | 422,395 | $25.8B | 0.96% | |
| 38 | COSTCOSTCO WHSL CORP NEW | 130,826 | $24.4B | 0.91% | |
| 39 | SLBSCHLUMBERGER LTD | 325,436 | $21.9B | 0.82% | |
| 40 | CVXCHEVRON CORP NEW | 163,410 | $20.5B | 0.76% | |
| 41 | IWDISHARES TR | 160,574 | $20.0B | 0.74% | |
| 42 | ANAUTONATION INC | 359,591 | $18.5B | 0.69% | |
| 43 | XOMEXXON MOBIL CORP | 220,262 | $18.4B | 0.68% | |
| 44 | SPYSPDR S&P 500 ETF TR | 67,663 | $18.1B | 0.67% | |
| 45 | EFAISHARES TR | 237,690 | $16.7B | 0.62% | |
| 46 | SHWSHERWIN WILLIAMS CO | 38,903 | $16.0B | 0.59% | |
| 47 | CSCOCISCO SYS INC | 351,930 | $13.5B | 0.50% | |
| 48 | PEPPEPSICO INC | 105,910 | $12.7B | 0.47% | |
| 49 | JPMJPMORGAN CHASE & CO | 113,493 | $12.1B | 0.45% | |
| 50 | IVVISHARES TR | 43,268 | $11.6B | 0.43% | |
| 51 | SCHWSCHWAB CHARLES CORP NEW | 220,977 | $11.4B | 0.42% | |
| 52 | INTCINTEL CORP | 235,875 | $10.9B | 0.40% | |
| 53 | —ALLERGAN PLC | 65,151 | $10.7B | 0.40% | |
| 54 | MCKMCKESSON CORP | 62,511 | $9.7B | 0.36% | |
| 55 | ABBVABBVIE INC | 99,772 | $9.6B | 0.36% | |
| 56 | DISDISNEY WALT CO | 89,013 | $9.6B | 0.36% | |
| 57 | IDXXIDEXX LABS INC | 59,974 | $9.4B | 0.35% | |
| 58 | IWFISHARES TR | 69,249 | $9.3B | 0.35% | |
| 59 | UPSUNITED PARCEL SERVICE INC | 77,494 | $9.2B | 0.34% | |
| 60 | IWBISHARES TR | 61,184 | $9.1B | 0.34% | |
| 61 | UTXZUNITED TECHNOLOGIES CORP | 67,942 | $8.7B | 0.32% | |
| 62 | UNPUNION PAC CORP | 63,862 | $8.6B | 0.32% | |
| 63 | WFCWELLS FARGO CO NEW | 130,793 | $7.9B | 0.30% | |
| 64 | ADPAUTOMATIC DATA PROCESSING IN | 67,173 | $7.9B | 0.29% | |
| 65 | MRKMERCK & CO INC | 137,592 | $7.7B | 0.29% | |
| 66 | BMYBRISTOL MYERS SQUIBB CO | 116,860 | $7.2B | 0.27% | |
| 67 | PFEPFIZER INC | 196,749 | $7.1B | 0.26% | |
| 68 | MDYSPDR S&P MIDCAP 400 ETF TR | 20,575 | $7.1B | 0.26% | |
| 69 | AAXJISHARES TR | 92,855 | $7.1B | 0.26% | |
| 70 | ABTABBOTT LABS | 120,869 | $6.9B | 0.26% | |
| 71 | ITWILLINOIS TOOL WKS INC | 40,173 | $6.7B | 0.25% | |
| 72 | ORCLORACLE CORP | 140,935 | $6.7B | 0.25% | |
| 73 | IGIBISHARES TR | 60,500 | $6.6B | 0.25% | |
| 74 | PGPROCTER AND GAMBLE CO | 68,887 | $6.3B | 0.24% | |
| 75 | GEGENERAL ELECTRIC CO | 354,867 | $6.2B | 0.23% | |
| 76 | EOGEOG RES INC | 55,139 | $6.0B | 0.22% | |
| 77 | USBUS BANCORP DEL | 108,974 | $5.8B | 0.22% | |
| 78 | CHKPCHECK POINT SOFTWARE TECH LT | 53,181 | $5.5B | 0.20% | |
| 79 | EPDENTERPRISE PRODS PARTNERS L | 207,525 | $5.5B | 0.20% | |
| 80 | SYKSTRYKER CORP | 34,950 | $5.4B | 0.20% | |
| 81 | VBVANGUARD INDEX FDS | 36,279 | $5.4B | 0.20% | |
| 82 | 4I1PHILIP MORRIS INTL INC | 48,141 | $5.1B | 0.19% | |
| 83 | —DOWDUPONT INC | 68,237 | $4.9B | 0.18% | |
| 84 | MCDMCDONALDS CORP | 27,444 | $4.7B | 0.18% | |
| 85 | LOWLOWES COS INC | 50,618 | $4.7B | 0.17% | |
| 86 | MOALTRIA GROUP INC | 63,712 | $4.5B | 0.17% | |
| 87 | TAT&T INC | 114,544 | $4.5B | 0.17% | |
| 88 | KOCOCA COLA CO | 94,224 | $4.3B | 0.16% | |
| 89 | CLCOLGATE PALMOLIVE CO | 55,771 | $4.2B | 0.16% | |
| 90 | GLDSPDR GOLD TRUST | 33,629 | $4.2B | 0.15% | |
| 91 | CHDCHURCH & DWIGHT INC | 82,662 | $4.1B | 0.15% | |
| 92 | METAFACEBOOK INC | 22,464 | $4.0B | 0.15% | |
| 93 | IBMINTERNATIONAL BUSINESS MACHS | 25,437 | $3.9B | 0.15% | |
| 94 | HONHONEYWELL INTL INC | 23,864 | $3.7B | 0.14% | |
| 95 | DYNTQDYNATRONICS CORP | 1,257,638 | $3.6B | 0.13% | |
| 96 | EMREMERSON ELEC CO | 51,815 | $3.6B | 0.13% | |
| 97 | BRK-BBERKSHIRE HATHAWAY INC DEL | 12 | $3.6B | 0.13% | |
| 98 | IAUUSDISHARES GOLD TRUST | 282,130 | $3.5B | 0.13% | |
| 99 | VOOVANGUARD INDEX FDS | 14,068 | $3.5B | 0.13% | |
| 100 | VOVANGUARD INDEX FDS | 20,400 | $3.2B | 0.12% |
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