Evercore Wealth Management, LLC

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$2.26B
13F filings
2
Latest filing
Sep 20, 2016

Top 10 holdings

UNH $61.99M
2.74% of AUM
AZO $58.97M
2.61% of AUM
AAPL $53.20M
2.35% of AUM
CB $50.09M
2.21% of AUM
TJX $49.79M
2.20% of AUM
MA $47.28M
2.09% of AUM
HD $46.41M
2.05% of AUM
AMT $45.62M
2.02% of AUM
CMCSA $42.39M
1.87% of AUM
CBRE $39.95M
1.77% of AUM

About this filer

FilingIQ has indexed 2 quarterly Form 13F filings from Evercore Wealth Management, LLC. Reported assets under management total $2.26B.

View live Evercore Wealth Management, LLC filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does Evercore Wealth Management, LLC have under management?
Per Evercore Wealth Management, LLC's most recent SEC Form 13F filing dated Sep 20, 2016, total assets under management are $2.26B. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has Evercore Wealth Management, LLC submitted?
FilingIQ has indexed 2 quarterly Form 13F filings from Evercore Wealth Management, LLC. Filings are due 45 days after quarter-end.
Where does Evercore Wealth Management, LLC's holdings data come from?
Every position shown on this page sources back to Evercore Wealth Management, LLC's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.