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Evercore Wealth Management Llc

Portfolio Manager
Evercore Wealth Management LLC
Performance
-6.85% (2026 Q1)
AUM (13F)
$6.36B
# of Holdings
418
Performance Rank
Allocation (Top 20)
60.86%

Evercore Wealth Management Llc Holdings Map

Top 50 Evercore Wealth Management Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
6%1.50M$381.8M
-4.58%(-72.22K)
2025-Q1: 1.70M shares2025-Q2: 1.65M shares2025-Q3: 1.62M shares2025-Q4: 1.58M shares2026-Q1: 1.50M shares
$32.47(+824.55%)
2026-03-31
NVDA
NVIDIA CORPORATION
5.99%2.18M$380.7M
-3.62%(-81.97K)
2025-Q1: 2.47M shares2025-Q2: 2.41M shares2025-Q3: 2.34M shares2025-Q4: 2.26M shares2026-Q1: 2.18M shares
$25.88(+770.56%)
2026-03-31
MSFT
MICROSOFT CORP
4.56%784.2K$290.3M
-3.37%(-27.33K)
2025-Q1: 860.8K shares2025-Q2: 836.0K shares2025-Q3: 819.4K shares2025-Q4: 811.5K shares2026-Q1: 784.2K shares
$46.79(+801.68%)
2026-03-31
GOOG
ALPHABET INC
4%887.4K$254.6M
-6.88%(-65.58K)
2025-Q1: 999.4K shares2025-Q2: 983.6K shares2025-Q3: 977.2K shares2025-Q4: 953.0K shares2026-Q1: 887.4K shares
$34.24(+1048.74%)
2026-03-31
AMZN
AMAZON COM INC
3.67%1.12M$233.7M
-1.97%(-22.59K)
2025-Q1: 1.19M shares2025-Q2: 1.16M shares2025-Q3: 1.15M shares2025-Q4: 1.14M shares2026-Q1: 1.12M shares
$52.13(+406.74%)
2026-03-31
GOOGL
ALPHABET INC
3.23%714.0K$205.3M
-4.97%(-37.36K)
2025-Q1: 806.8K shares2025-Q2: 781.7K shares2025-Q3: 766.7K shares2025-Q4: 751.4K shares2026-Q1: 714.0K shares
$28.89(+1273.53%)
2026-03-31
MA
MASTERCARD INCORPORATED
3.08%392.1K$195.9M
-1.78%(-7.12K)
2025-Q1: 421.1K shares2025-Q2: 412.4K shares2025-Q3: 405.5K shares2025-Q4: 399.2K shares2026-Q1: 392.1K shares
$40.71(+1114.06%)
2026-03-31
MS
MORGAN STANLEY
3.05%1.18M$193.8M
-3.22%(-39.21K)
2025-Q1: 1.24M shares2025-Q2: 1.26M shares2025-Q3: 1.24M shares2025-Q4: 1.22M shares2026-Q1: 1.18M shares
$47.50(+305.28%)
2026-03-31
FIX
COMFORT SYS USA INC
2.91%134.3K$185.2M
-13.48%(-20.93K)
2025-Q1: 126.5K shares2025-Q2: 158.7K shares2025-Q3: 159.3K shares2025-Q4: 155.2K shares2026-Q1: 134.3K shares
$385.87(+416.43%)
2026-03-31
AZO
AUTOZONE INC
2.73%51.4K$173.7M
-1.03%(-536)
2025-Q1: 54.5K shares2025-Q2: 52.9K shares2025-Q3: 51.6K shares2025-Q4: 52.0K shares2026-Q1: 51.4K shares
$714.94(+364.53%)
2026-03-31

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