Evercore Wealth Management LLC

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Assets, Funds, Holdings

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Evercore Wealth Management LLC
CRD #148399
SEC #801-69645
CIK #0001482689
AUM$7.6 BB
Employees84
Phone212-822-7620
Address55 East 52nd Street 23rd Floor
New York, NY 10055
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
AAPL 843,560.0 88.1
UNH 233,310.0 74.2
MA 250,210.0 72.8
MSFT 865,660.0 66.8
HD 206,070.0 66.2
AMZN 820,610.0 62.2
CBRE 16,980.0 56.2
AMT 81,680.0 56.1
TMO 101,470.0 54.5
CB 61,150.0 51.6
View All
Holdings by Sector ($BB)