Evercore Wealth Management, LLC Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$6.1B
Holdings
421
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (421 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | MMM3M CO | 32,694 | $5.8B | 94.43% | |
| 102 | ECLECOLAB INC | 24,068 | $5.6B | 91.81% | |
| 103 | —LIBERTY GLOBAL PLC | 195,000 | $5.5B | 89.08% | |
| 104 | CSRCENTERSPACE | 47,841 | $5.3B | 86.29% | |
| 105 | RPMRPM INTL INC | 52,407 | $5.3B | 86.07% | |
| 106 | CHKPCHECK POINT SOFTWARE TECH LT | 45,094 | $5.3B | 85.47% | |
| 107 | CVSCVS HEALTH CORP | 48,187 | $5.0B | 80.84% | |
| 108 | XLFISELECT SECTOR SPDR TR | 28,587 | $5.0B | 80.84% | |
| 109 | AMGNAMGEN INC | 21,829 | $4.9B | 79.86% | |
| 110 | NVDANVIDIA CORPORATION | 16,337 | $4.8B | 78.12% | |
| 111 | VVVANGUARD INDEX FDS | 21,207 | $4.7B | 76.22% | |
| 112 | AAXJISHARES TR | 55,950 | $4.6B | 75.24% | |
| 113 | BMYBRISTOL-MYERS SQUIBB CO | 73,988 | $4.6B | 75.02% | |
| 114 | VEUVANGUARD INTL EQUITY INDEX F | 73,548 | $4.5B | 73.29% | |
| 115 | VTIVANGUARD INDEX FDS | 18,100 | $4.4B | 71.06% | |
| 116 | HONHONEYWELL INTL INC | 20,886 | $4.4B | 70.82% | |
| 117 | EMREMERSON ELEC CO | 46,373 | $4.3B | 70.10% | |
| 118 | DYHTARGET CORP | 18,621 | $4.3B | 70.09% | |
| 119 | VOVANGUARD INDEX FDS | 16,322 | $4.2B | 67.62% | |
| 120 | IVWISHARES TR | 47,423 | $4.0B | 64.53% | |
| 121 | MDTMEDTRONIC PLC | 36,578 | $3.8B | 61.53% | |
| 122 | JBLJABIL INC | 53,540 | $3.8B | 61.26% | |
| 123 | IVEISHARES TR | 24,006 | $3.8B | 61.14% | |
| 124 | ZTSZOETIS INC | 15,406 | $3.8B | 61.14% | |
| 125 | XLFISELECT SECTOR SPDR TR | 95,546 | $3.7B | 60.67% | |
| 126 | IJRISHARES TR | 30,112 | $3.4B | 56.07% | |
| 127 | APHAMPHENOL CORP NEW | 38,862 | $3.4B | 55.26% | |
| 128 | 4I1PHILIP MORRIS INTL INC | 35,203 | $3.3B | 54.38% | |
| 129 | SONSONOCO PRODS CO | 57,687 | $3.3B | 54.31% | |
| 130 | USBUS BANCORP DEL | 59,215 | $3.3B | 54.09% | |
| 131 | CLCOLGATE PALMOLIVE CO | 38,492 | $3.3B | 53.40% | |
| 132 | CARRCARRIER GLOBAL CORPORATION | 58,103 | $3.2B | 51.24% | |
| 133 | DUKDUKE ENERGY CORP NEW | 29,681 | $3.1B | 50.64% | |
| 134 | CMCSACOMCAST CORP NEW | 60,586 | $3.0B | 49.58% | |
| 135 | HDVISHARES TR | 30,072 | $3.0B | 49.39% | |
| 136 | IBMINTERNATIONAL BUSINESS MACHS | 22,674 | $3.0B | 49.27% | |
| 137 | JECUSDJACOBS ENGR GROUP INC | 21,713 | $3.0B | 49.16% | |
| 138 | —SELECT SECTOR SPDR TR | 28,416 | $3.0B | 48.88% | |
| 139 | EPDENTERPRISE PRODS PARTNERS L | 135,769 | $3.0B | 48.49% | |
| 140 | VUGVANGUARD INDEX FDS | 9,186 | $2.9B | 47.94% | |
| 141 | METAMETA PLATFORMS INC | 8,639 | $2.9B | 47.26% | |
| 142 | IWRISHARES TR | 33,468 | $2.8B | 45.18% | |
| 143 | AFLAFLAC INC | 47,202 | $2.8B | 44.82% | |
| 144 | —CHART INDS INC | 16,875 | $2.7B | 43.76% | |
| 145 | NFLXNETFLIX INC | 4,462 | $2.7B | 43.71% | |
| 146 | BABOEING CO | 12,974 | $2.6B | 42.48% | |
| 147 | ATRAPTARGROUP INC | 20,918 | $2.6B | 41.66% | |
| 148 | AQLTISHARES TR | 20,823 | $2.6B | 41.50% | |
| 149 | SCHGSCHWAB STRATEGIC TR | 15,465 | $2.5B | 41.17% | |
| 150 | AXPAMERICAN EXPRESS CO | 15,266 | $2.5B | 40.62% | |
| 151 | OTISOTIS WORLDWIDE CORP | 28,214 | $2.5B | 39.96% | |
| 152 | SYYSYSCO CORP | 31,097 | $2.4B | 39.73% | |
| 153 | CATCATERPILLAR INC | 11,777 | $2.4B | 39.60% | |
| 154 | ICEINTERCONTINENTAL EXCHANGE IN | 17,800 | $2.4B | 39.58% | |
| 155 | ILMNILLUMINA INC | 6,338 | $2.4B | 39.21% | |
| 156 | PGRPROGRESSIVE CORP | 23,367 | $2.4B | 39.01% | |
| 157 | WRKUSDWESTROCK CO | 54,072 | $2.4B | 39.00% | |
| 158 | ORLYOREILLY AUTOMOTIVE INC | 3,387 | $2.4B | 38.90% | |
| 159 | IWDISHARES TR | 13,919 | $2.3B | 38.00% | |
| 160 | GSGOLDMAN SACHS GROUP INC | 6,105 | $2.3B | 37.99% | |
| 161 | BAMBROOKFIELD ASSET MGMT INC | 37,932 | $2.3B | 37.24% | |
| 162 | TRVTRAVELERS COMPANIES INC | 14,359 | $2.2B | 36.52% | |
| 163 | NXPINXP SEMICONDUCTORS N V | 9,838 | $2.2B | 36.44% | |
| 164 | —VANGUARD WORLD FDS | 4,758 | $2.2B | 35.45% | |
| 165 | MDLZMONDELEZ INTL INC | 32,500 | $2.2B | 35.04% | |
| 166 | BAXBAXTER INTL INC | 24,703 | $2.1B | 34.49% | |
| 167 | XLFISELECT SECTOR SPDR TR | 9,961 | $2.0B | 33.11% | |
| 168 | WFCWELLS FARGO CO NEW | 42,284 | $2.0B | 32.98% | |
| 169 | IWNISHARES TR | 12,079 | $2.0B | 32.62% | |
| 170 | KMBKIMBERLY-CLARK CORP | 13,072 | $1.9B | 30.39% | |
| 171 | EEMISHARES TR | 37,560 | $1.8B | 29.84% | |
| 172 | TXG10X GENOMICS INC | 12,282 | $1.8B | 29.76% | |
| 173 | PNCPNC FINL SVCS GROUP INC | 8,907 | $1.8B | 29.04% | |
| 174 | AQLTISHARES TR | 23,874 | $1.8B | 28.98% | |
| 175 | DOVDOVER CORP | 9,760 | $1.8B | 28.83% | |
| 176 | DDOMINION ENERGY INC | 22,447 | $1.8B | 28.69% | |
| 177 | NDQINVESCO QQQ TR | 4,337 | $1.7B | 28.07% | |
| 178 | VTVVANGUARD INDEX FDS | 11,488 | $1.7B | 27.48% | |
| 179 | PYPLPAYPAL HLDGS INC | 8,879 | $1.7B | 27.24% | |
| 180 | XLBSELECT SECTOR SPDR TR | 17,639 | $1.6B | 26.00% | |
| 181 | LMTLOCKHEED MARTIN CORP | 4,442 | $1.6B | 25.66% | |
| 182 | SPGIS&P GLOBAL INC | 3,328 | $1.6B | 25.55% | |
| 183 | BDXBECTON DICKINSON & CO | 6,164 | $1.6B | 25.21% | |
| 184 | AVGOBROADCOM INC | 2,277 | $1.5B | 24.64% | |
| 185 | PRFZINVESCO EXCHANGE TRADED FD T | 7,853 | $1.5B | 24.47% | |
| 186 | PAYXPAYCHEX INC | 10,830 | $1.5B | 24.03% | |
| 187 | EOGEOG RES INC | 16,615 | $1.5B | 24.00% | |
| 188 | SUSAISHARES TR | 13,762 | $1.5B | 23.77% | |
| 189 | GEGENERAL ELECTRIC CO | 15,417 | $1.5B | 23.69% | |
| 190 | GDGENERAL DYNAMICS CORP | 6,944 | $1.4B | 23.53% | |
| 191 | YUMYUM BRANDS INC | 10,421 | $1.4B | 23.53% | |
| 192 | MARMARRIOTT INTL INC NEW | 8,735 | $1.4B | 23.48% | |
| 193 | IJJISHARES TR | 12,976 | $1.4B | 23.35% | |
| 194 | NSCNORFOLK SOUTHN CORP | 4,791 | $1.4B | 23.21% | |
| 195 | DBEFDBX ETF TR | 36,124 | $1.4B | 23.08% | |
| 196 | MRSHMARSH & MCLENNAN COS INC | 7,929 | $1.4B | 22.41% | |
| 197 | ADIANALOG DEVICES INC | 7,780 | $1.4B | 22.23% | |
| 198 | XLRESELECT SECTOR SPDR TR | 26,365 | $1.4B | 22.21% | |
| 199 | VNQVANGUARD INDEX FDS | 11,702 | $1.4B | 22.07% | |
| 200 | OEFISHARES TR | 6,170 | $1.4B | 21.99% |