Evercore Wealth Management, LLC Q4 2020 Filing

Filed February 16, 2021

Portfolio Value

$4.6T

Holdings

418

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (418 positions)

#StockSharesValue% PortfolioType
101
HONHONEYWELL INTL INC
22,429$4.8B0.10%
102
RPMRPM INTL INC
52,427$4.8B0.10%
103
MTDMETTLER TOLEDO INTERNATIONAL
4,014$4.6B0.10%
104
EMREMERSON ELEC CO
51,843$4.2B0.09%
105
MDTMEDTRONIC PLC
34,764$4.1B0.09%
106
CHGGCHEGG INC
44,411$4.0B0.09%
107
VOVANGUARD INDEX FDS
19,156$4.0B0.09%
108
SSBUSDSOUTH ST CORP
53,548$3.9B0.08%
109
CVSCVS HEALTH CORP
55,729$3.8B0.08%
110
CLCOLGATE PALMOLIVE CO
44,236$3.8B0.08%
111
VTIVANGUARD INDEX FDS
19,279$3.8B0.08%
112
VVVANGUARD INDEX FDS
21,330$3.7B0.08%
113
USBUS BANCORP DEL
79,187$3.7B0.08%
114
METAFACEBOOK INC
13,431$3.7B0.08%
115
DYHTARGET CORP
20,769$3.7B0.08%
116
SONSONOCO PRODS CO
61,759$3.7B0.08%
117
CMCSACOMCAST CORP NEW
67,410$3.5B0.08%
118
EEMISHARES TR
68,033$3.5B0.08%
119
CSRCENTERSPACE
49,411$3.5B0.08%
120
IBMINTERNATIONAL BUSINESS MACHS
27,564$3.5B0.07%
121
XLFISELECT SECTOR SPDR TR
26,143$3.4B0.07%
122
DUKDUKE ENERGY CORP NEW
34,574$3.2B0.07%
123
EPDENTERPRISE PRODS PARTNERS L
161,374$3.2B0.07%
124
IVEISHARES TR
24,261$3.1B0.07%
125
4I1PHILIP MORRIS INTL INC
37,491$3.1B0.07%
126
XLRNACCELERON PHARMA INC
23,667$3.0B0.07%
127
IVWISHARES TR
47,284$3.0B0.07%
128
SPGIS&P GLOBAL INC
9,086$3.0B0.06%
129
ATRAPTARGROUP INC
21,419$2.9B0.06%
130
ILMNILLUMINA INC
7,699$2.8B0.06%
131
SYYSYSCO CORP
37,337$2.8B0.06%
132
APHAMPHENOL CORP NEW
21,138$2.8B0.06%
133
ZTSZOETIS INC
16,584$2.7B0.06%
134
TAT&T INC
94,747$2.7B0.06%
135
AQLTISHARES TR
28,064$2.7B0.06%
136
IWRISHARES TR
38,783$2.7B0.06%
137
XLFISELECT SECTOR SPDR TR
87,481$2.6B0.06%
138
JBLJABIL INC
60,000$2.6B0.05%
139
PYPLPAYPAL HLDGS INC
10,843$2.5B0.05%
140
DDOMINION ENERGY INC
33,077$2.5B0.05%
141
JECUSDJACOBS ENGR GROUP INC
21,713$2.4B0.05%
142
VUGVANGUARD INDEX FDS
9,295$2.4B0.05%
143
CARRCARRIER GLOBAL CORPORATION
62,157$2.3B0.05%
144
NFLXNETFLIX INC
4,310$2.3B0.05%
145
PGRPROGRESSIVE CORP
22,700$2.2B0.05%
146
AFLAFLAC INC
50,200$2.2B0.05%
147
ICEINTERCONTINENTAL EXCHANGE IN
19,115$2.2B0.05%
148
LMTLOCKHEED MARTIN CORP
6,052$2.1B0.05%
149
BAXBAXTER INTL INC
26,671$2.1B0.05%
150
OTISOTIS WORLDWIDE CORP
31,550$2.1B0.05%
151
CATCATERPILLAR INC
11,464$2.1B0.04%
152
VANGUARD WORLD FDS
5,893$2.1B0.04%
153
HDVISHARES TR
23,727$2.1B0.04%
154
BABOEING CO
9,608$2.1B0.04%
155
TRVTRAVELERS COMPANIES INC
14,597$2.0B0.04%
156
IWDISHARES TR
14,768$2.0B0.04%
157
NSCNORFOLK SOUTHN CORP
8,467$2.0B0.04%
158
KMBKIMBERLY-CLARK CORP
14,866$2.0B0.04%
159
SCHGSCHWAB STRATEGIC TR
15,344$2.0B0.04%
160
AXPAMERICAN EXPRESS CO
16,147$2.0B0.04%
161
IJRISHARES TR
21,132$1.9B0.04%
162
SLVISHARES SILVER TR
77,535$1.9B0.04%
163
MDLZMONDELEZ INTL INC
32,349$1.9B0.04%
164
SELECT SECTOR SPDR TR
21,312$1.9B0.04%
165
AQLTISHARES TR
26,750$1.8B0.04%
166
CMICUMMINS INC
7,818$1.8B0.04%
167
ORLYOREILLY AUTOMOTIVE INC
3,887$1.8B0.04%
168
SUSAISHARES TR
20,712$1.7B0.04%
169
WFCWELLS FARGO CO NEW
56,354$1.7B0.04%
170
BAMBROOKFIELD ASSET MGMT INC
40,482$1.7B0.04%
171
GEGENERAL ELECTRIC CO
154,225$1.7B0.04%
172
BDXBECTON DICKINSON & CO
6,590$1.6B0.04%
173
NXPINXP SEMICONDUCTORS N V
10,284$1.6B0.04%
174
IWNISHARES TR
12,209$1.6B0.03%
175
BACBK OF AMERICA CORP
53,097$1.6B0.03%
176
VTVANGUARD INTL EQUITY INDEX F
16,952$1.6B0.03%
177
MCXMCCORMICK & CO INC
16,311$1.6B0.03%
178
PNCPNC FINL SVCS GROUP INC
10,271$1.5B0.03%
179
GDGENERAL DYNAMICS CORP
10,023$1.5B0.03%
180
VTVVANGUARD INDEX FDS
12,390$1.5B0.03%
181
GSGOLDMAN SACHS GROUP INC
5,585$1.5B0.03%
182
NVDANVIDIA CORPORATION
2,765$1.4B0.03%
183
SOSOUTHERN CO
23,191$1.4B0.03%
184
IEMGISHARES INC
22,923$1.4B0.03%
185
XELXCEL ENERGY INC
21,300$1.4B0.03%
186
KHCKRAFT HEINZ CO
40,271$1.4B0.03%
187
DOVDOVER CORP
10,907$1.4B0.03%
188
GILDGILEAD SCIENCES INC
21,702$1.3B0.03%
189
ADIANALOG DEVICES INC
8,309$1.2B0.03%
190
NDQINVESCO QQQ TR
3,905$1.2B0.03%
191
IJJISHARES TR
14,072$1.2B0.03%
192
DBEFDBX ETF TR
36,124$1.2B0.03%
193
DDDUPONT DE NEMOURS INC
16,750$1.2B0.03%
194
PRFZINVESCO EXCHANGE TRADED FD T
7,853$1.2B0.03%
195
AWCAMERICAN WTR WKS CO INC NEW
7,699$1.2B0.03%
196
EOGEOG RES INC
23,650$1.2B0.03%
197
PFFISHARES TR
29,800$1.1B0.02%
198
BIIBBIOGEN INC
4,688$1.1B0.02%
199
EQIXEQUINIX INC
1,600$1.1B0.02%
200
XLFISELECT SECTOR SPDR TR
7,000$1.1B0.02%
PreviousPage 2 of 5Next