Evercore Wealth Management, LLC
- SEC CIK
- 0001482689
- Latest filing
- Aug 14, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 421
- +4 vs. Q3 2021
- Portfolio value
- $6.15B
- +$624.9M (+11.3%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NKENIKE, Inc. | Stock | 591,070 | $98.5M | 1.6% | +476+0.1% | Added | History |
| BLKBlackRock, Inc. | COM | 110,349 | $101.0M | 1.6% | −135−0.1% | Reduced | History |
| CDWCDW Corp | COM | 512,425 | $104.9M | 1.7% | +4,247+0.8% | Added | History |
| CECelanese Corp | Stock | 638,242 | $107.3M | 1.7% | +1,481+0.2% | Added | History |
| ADBEAdobe Inc. | Stock | 198,281 | $112.4M | 1.8% | −1,416−0.7% | Reduced | History |
| ABTAbbott Laboratories | Stock | 840,259 | $118.3M | 1.9% | +3,840+0.5% | Added | History |
| MSMorgan Stanley | Stock | 1,284,122 | $126.0M | 2.0% | +12,535+1.0% | Added | History |
| GOOGLAlphabet Inc. | Stock | 43,709 | $126.6M | 2.1% | −332−0.8% | Reduced | History |
| AMTAmerican Tower Corp | REIT | 461,975 | $135.1M | 2.2% | +5,117+1.1% | Added | History |
| AZOAutoZone Inc | COM | 64,513 | $135.2M | 2.2% | −830−1.3% | Reduced | History |
| CBRECbre Group, Inc. | CL A | 1,254,749 | $136.2M | 2.2% | −20,097−1.6% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 55,060 | $159.3M | 2.6% | −833−1.5% | Reduced | History |
| ACNAccenture plc | Stock | 397,131 | $164.6M | 2.7% | −1,892−0.5% | Reduced | History |
| MAMastercard Inc | Stock | 459,073 | $165.0M | 2.7% | +2,705+0.6% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 380,443 | $191.0M | 3.1% | −3,461−0.9% | Reduced | History |
| HDHome Depot, Inc. | Stock | 468,480 | $194.4M | 3.2% | −2,947−0.6% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 60,114 | $200.4M | 3.3% | −121−0.2% | Reduced | History |
| BXBlackstone Inc. | COM | 1,576,793 | $204.0M | 3.3% | −36,099−2.2% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 328,463 | $219.2M | 3.6% | −2,504−0.8% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 979,957 | $329.6M | 5.4% | −11,358−1.1% | Reduced | History |
| AAPLApple Inc. | Stock | 2,090,042 | $371.1M | 6.0% | −22,742−1.1% | Reduced | History |
Sold out since Q3 2021 (15)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| XLRNAcceleron Pharma Inc | COM | 21,207 | $3.65M | 0.1% | History |
| NUENucor Corp | COM | 6,667 | $656.0K | <0.1% | History |
| PLTRPalantir Technologies Inc. | Stock | 26,000 | $625.0K | <0.1% | History |
| FTVFortive Corp | Stock | 7,770 | $548.0K | <0.1% | History |
| APOApollo Global Management, Inc. | COM CL A | 7,990 | $492.0K | <0.1% | History |
| UBERUber Technologies, Inc | Stock | 10,551 | $473.0K | <0.1% | History |
| METMetlife Inc | Stock | 5,566 | $344.0K | <0.1% | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 3,070 | $319.0K | <0.1% | – |
| XYZBlock, Inc. | CL A | 1,066 | $256.0K | <0.1% | History |
| URIUnited Rentals, Inc. | COM | 643 | $225.0K | <0.1% | History |
| WisdomTree Tr97717Y808 | YIELD ENHANCED | 4,396 | $224.0K | <0.1% | – |
| LUVSouthwest Airlines Co | COM | 3,995 | $205.0K | <0.1% | History |
| KRKroger Co | Stock | 4,960 | $201.0K | <0.1% | History |
| NUANNuance Communications, Inc. | COM | 3,657 | $201.0K | <0.1% | History |
| GEVOGevo, Inc. | COM PAR | 25,000 | $166.0K | <0.1% | History |