Top 50 Evercore Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6% | 1.50M | $381.8M | -4.58%(-72.22K) | $32.47(+824.55%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 5.99% | 2.18M | $380.7M | -3.62%(-81.97K) | $25.88(+770.56%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.56% | 784.2K | $290.3M | -3.37%(-27.33K) | $46.79(+801.68%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 4% | 887.4K | $254.6M | -6.88%(-65.58K) | $34.24(+1048.74%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.67% | 1.12M | $233.7M | -1.97%(-22.59K) | $52.13(+406.74%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.23% | 714.0K | $205.3M | -4.97%(-37.36K) | $28.89(+1273.53%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 3.08% | 392.1K | $195.9M | -1.78%(-7.12K) | $40.71(+1114.06%) | 2026-03-31 | |
| MS | MORGAN STANLEY | 3.05% | 1.18M | $193.8M | -3.22%(-39.21K) | $47.50(+305.28%) | 2026-03-31 | |
| FIX | COMFORT SYS USA INC | 2.91% | 134.3K | $185.2M | -13.48%(-20.93K) | $385.87(+416.43%) | 2026-03-31 | |
| AZO | AUTOZONE INC | 2.73% | 51.4K | $173.7M | -1.03%(-536) | $714.94(+364.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.68% | +54.81% |
| Top 20 Holdings Unweighted | +16.52% | +58.19% |
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