Evercore Wealth Management, LLC Q4 2018 Filing
Filed February 13, 2019
Portfolio Value
$2.6T
Holdings
370
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (370 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 979,746 | $99.5B | 3.76% | |
| 2 | MAMASTERCARD INCORPORATED | 502,903 | $94.9B | 3.58% | |
| 3 | UNHUNITEDHEALTH GROUP INC | 362,086 | $90.2B | 3.41% | |
| 4 | AAPLAPPLE INC | 560,031 | $88.3B | 3.34% | |
| 5 | AMZNAMAZON COM INC | 56,074 | $84.2B | 3.18% | |
| 6 | TMOTHERMO FISHER SCIENTIFIC INC | 332,890 | $74.5B | 2.81% | |
| 7 | HDHOME DEPOT INC | 406,341 | $69.8B | 2.64% | |
| 8 | AMTAMERICAN TOWER CORP NEW | 440,927 | $69.8B | 2.63% | |
| 9 | CBRECBRE GROUP INC | 1,448,596 | $58.0B | 2.19% | |
| 10 | ACNACCENTURE PLC IRELAND | 406,350 | $57.3B | 2.16% | |
| 11 | GOOGALPHABET INC | 54,808 | $56.8B | 2.14% | |
| 12 | TJXTJX COS INC NEW | 1,232,779 | $55.2B | 2.08% | |
| 13 | CBCHUBB LIMITED | 410,420 | $53.0B | 2.00% | |
| 14 | ROPROPER TECHNOLOGIES INC | 187,620 | $50.0B | 1.89% | |
| 15 | BXUSDBLACKSTONE GROUP L P | 1,672,657 | $49.9B | 1.88% | |
| 16 | AZOAUTOZONE INC | 56,178 | $47.1B | 1.78% | |
| 17 | LWLAMB WESTON HLDGS INC | 634,062 | $46.6B | 1.76% | |
| 18 | BRK/BBERKSHIRE HATHAWAY INC DEL | 226,615 | $46.3B | 1.75% | |
| 19 | CECELANESE CORP DEL | 503,555 | $45.3B | 1.71% | |
| 20 | ADBEADOBE INC | 197,869 | $44.8B | 1.69% | |
| 21 | MMM3M CO | 233,840 | $44.6B | 1.68% | |
| 22 | ABTABBOTT LABS | 575,505 | $41.6B | 1.57% | |
| 23 | GOOGLALPHABET INC | 39,470 | $41.2B | 1.56% | |
| 24 | JNJJOHNSON & JOHNSON | 301,547 | $38.9B | 1.47% | |
| 25 | BLKCHFBLACKROCK INC | 98,161 | $38.6B | 1.46% | |
| 26 | TXNTEXAS INSTRS INC | 402,908 | $38.1B | 1.44% | |
| 27 | NKENIKE INC | 501,035 | $37.1B | 1.40% | |
| 28 | SPYSPDR S&P 500 ETF TR | 145,066 | $36.3B | 1.37% | |
| 29 | DPZDOMINOS PIZZA INC | 144,766 | $35.9B | 1.36% | |
| 30 | AOSSMITH A O | 833,555 | $35.6B | 1.34% | |
| 31 | DORMDORMAN PRODUCTS INC | 385,773 | $34.7B | 1.31% | |
| 32 | RCLROYAL CARIBBEAN CRUISES LTD | 310,447 | $30.4B | 1.15% | |
| 33 | EWBCEAST WEST BANCORP INC | 678,187 | $29.5B | 1.11% | |
| 34 | EPSWISDOMTREE TR | 327,786 | $27.7B | 1.05% | |
| 35 | COSTCOSTCO WHSL CORP NEW | 128,753 | $26.2B | 0.99% | |
| 36 | EFAISHARES TR | 444,224 | $26.1B | 0.99% | |
| 37 | AKXANSYS INC | 174,891 | $25.0B | 0.94% | |
| 38 | WRKUSDWESTROCK CO | 630,128 | $23.8B | 0.90% | |
| 39 | CVXCHEVRON CORP NEW | 194,448 | $21.2B | 0.80% | |
| 40 | SYFSYNCHRONY FINL | 900,875 | $21.1B | 0.80% | |
| 41 | IPGPIPG PHOTONICS CORP | 168,865 | $19.1B | 0.72% | |
| 42 | WYWEYERHAEUSER CO | 858,502 | $18.8B | 0.71% | |
| 43 | PEPPEPSICO INC | 143,901 | $15.9B | 0.60% | |
| 44 | CSCOCISCO SYS INC | 364,703 | $15.8B | 0.60% | |
| 45 | XOMEXXON MOBIL CORP | 225,306 | $15.4B | 0.58% | |
| 46 | SHWSHERWIN WILLIAMS CO | 37,593 | $14.8B | 0.56% | |
| 47 | PFEPFIZER INC | 331,180 | $14.5B | 0.55% | |
| 48 | INTCINTEL CORP | 299,341 | $14.0B | 0.53% | |
| 49 | IVVISHARES TR | 53,519 | $13.5B | 0.51% | |
| 50 | JPMJPMORGAN CHASE & CO | 127,199 | $12.4B | 0.47% | |
| 51 | UTXZUNITED TECHNOLOGIES CORP | 112,329 | $12.0B | 0.45% | |
| 52 | CLBCORE LABORATORIES N V | 191,275 | $11.4B | 0.43% | |
| 53 | IAUUSDISHARES GOLD TRUST | 907,776 | $11.2B | 0.42% | |
| 54 | IWFISHARES TR | 77,584 | $10.2B | 0.38% | |
| 55 | IWDISHARES TR | 90,971 | $10.1B | 0.38% | |
| 56 | DISDISNEY WALT CO | 91,154 | $10.0B | 0.38% | |
| 57 | MRKMERCK & CO INC | 126,362 | $9.7B | 0.36% | |
| 58 | SCHWSCHWAB CHARLES CORP NEW | 230,038 | $9.6B | 0.36% | |
| 59 | IDXXIDEXX LABS INC | 49,965 | $9.3B | 0.35% | |
| 60 | AMATAPPLIED MATLS INC | 265,571 | $8.7B | 0.33% | |
| 61 | SLBSCHLUMBERGER LTD | 239,040 | $8.6B | 0.33% | |
| 62 | LLYLILLY ELI & CO | 73,317 | $8.5B | 0.32% | |
| 63 | GLDSPDR GOLD TRUST | 69,239 | $8.4B | 0.32% | |
| 64 | UNPUNION PAC CORP | 58,907 | $8.1B | 0.31% | |
| 65 | IWBISHARES TR | 56,944 | $7.9B | 0.30% | |
| 66 | ABBVABBVIE INC | 85,451 | $7.9B | 0.30% | |
| 67 | ADPAUTOMATIC DATA PROCESSING IN | 58,912 | $7.7B | 0.29% | |
| 68 | MDYSPDR S&P MIDCAP 400 ETF TR | 25,375 | $7.7B | 0.29% | |
| 69 | PGPROCTER AND GAMBLE CO | 75,364 | $6.9B | 0.26% | |
| 70 | BACVERIZON COMMUNICATIONS INC | 119,782 | $6.7B | 0.25% | |
| 71 | UPSUNITED PARCEL SERVICE INC | 67,960 | $6.6B | 0.25% | |
| 72 | AAXJISHARES TR | 102,281 | $6.5B | 0.25% | |
| 73 | ATRAPTARGROUP INC | 68,360 | $6.4B | 0.24% | |
| 74 | ORCLORACLE CORP | 137,185 | $6.2B | 0.23% | |
| 75 | MCKMCKESSON CORP | 50,702 | $5.6B | 0.21% | |
| 76 | BMYBRISTOL MYERS SQUIBB CO | 105,743 | $5.5B | 0.21% | |
| 77 | CHKPCHECK POINT SOFTWARE TECH LT | 52,729 | $5.4B | 0.20% | |
| 78 | SYKSTRYKER CORP | 34,414 | $5.4B | 0.20% | |
| 79 | WFCWELLS FARGO CO NEW | 108,997 | $5.0B | 0.19% | |
| 80 | VBVANGUARD INDEX FDS | 37,587 | $5.0B | 0.19% | |
| 81 | ITWILLINOIS TOOL WKS INC | 39,063 | $4.9B | 0.19% | |
| 82 | MCDMCDONALDS CORP | 27,776 | $4.9B | 0.19% | |
| 83 | LOWLOWES COS INC | 53,225 | $4.9B | 0.19% | |
| 84 | VEUVANGUARD INTL EQUITY INDEX F | 107,385 | $4.9B | 0.18% | |
| 85 | KOCOCA COLA CO | 103,158 | $4.9B | 0.18% | |
| 86 | USBUS BANCORP DEL | 106,247 | $4.9B | 0.18% | |
| 87 | CHDCHURCH & DWIGHT INC | 73,451 | $4.8B | 0.18% | |
| 88 | EOGEOG RES INC | 54,680 | $4.8B | 0.18% | |
| 89 | EPDENTERPRISE PRODS PARTNERS L | 193,444 | $4.8B | 0.18% | |
| 90 | IWMISHARES TR | 34,869 | $4.7B | 0.18% | |
| 91 | IGIBISHARES TR | 83,300 | $4.4B | 0.16% | |
| 92 | AMGNAMGEN INC | 21,821 | $4.2B | 0.16% | |
| 93 | ANAUTONATION INC | 116,563 | $4.2B | 0.16% | |
| 94 | CRMSALESFORCE COM INC | 28,611 | $3.9B | 0.15% | |
| 95 | SONSONOCO PRODS CO | 73,477 | $3.9B | 0.15% | |
| 96 | BRK-BBERKSHIRE HATHAWAY INC DEL | 12 | $3.7B | 0.14% | |
| 97 | RPMRPM INTL INC | 60,930 | $3.6B | 0.14% | |
| 98 | VWOVANGUARD INTL EQUITY INDEX F | 91,794 | $3.5B | 0.13% | |
| 99 | ECLECOLAB INC | 21,544 | $3.2B | 0.12% | |
| 100 | MDTMEDTRONIC PLC | 34,341 | $3.1B | 0.12% |
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