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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
101
14
26
5
8
2
78
27
24
EVERCORE WEALTH MANAGEMENT LLC

Time Period2018-09-30

Total Holdings424

Total Value ($x1000)3,127,492
Activities
New36

Increased147

Unchanged88

Decreased153

Sold Out16

Top 10 Stock Holdingstotal 29.55%
AAPL3.99

AMZN3.62

MA3.62

MSFT3.56

UNH3.08

 
HD2.61

TMO2.58

TJX2.21

ACN2.19

GOOG2.09

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
3.99%
COM
AMZN
3.62%
COM
MA
3.62%
CL A
MSFT
3.56%
COM
UNH
3.08%
COM
HD
2.61%
COM
TMO
2.58%
COM
TJX
2.21%
COM
ACN
2.19%
SHS CLASS A
GOOG
2.09%
CAP STK CL C
AMT
2.05%
COM
CBG
2.01%
CL A
BX
1.93%
COM UNIT LTD
CE
1.8%
COM SER A
ROP
1.75%
COM
CB
1.74%
COM
ADBE
1.63%
COM
BRK.B
1.53%
CL B NEW
MMM
1.52%
COM
LW
1.52%
COM
GOOGL
1.51%
CAP STK CL A
BLK
1.46%
COM
AZO
1.44%
COM
WY
1.42%
COM
AOS
1.41%
COM
TXN
1.37%
COM
EWBC
1.35%
COM
NKE
1.34%
CL B
JNJ
1.33%
COM
DPZ
1.29%
COM
SYF
1.26%
COM
WRK
1.23%
COM
RCL
1.19%
COM
ANSS
1.07%
COM
SPY
1.03%
TR UNIT
DORM
1%
COM
DLN
1%
LARGECAP DIVID
CLB
0.98%
COM
COST
0.97%
COM
IPGP
0.96%
COM
WBT
0.83%
COM
CVX
0.77%
COM
SLB
0.75%
COM
AMAT
0.66%
COM
XOM
0.65%
COM
EFA
0.61%
MSCI EAFE ETF
CSCO
0.57%
COM
SHW
0.56%
COM
IVV
0.55%
CORE S&P500 ETF
PEP
0.52%
COM
UTX
0.5%
COM
PFE
0.48%
COM
JPM
0.46%
COM
INTC
0.46%
COM
IDXX
0.41%
COM
IWD
0.38%
RUS 1000 VAL ETF
AN
0.36%
COM
SCHW
0.36%
COM
IWF
0.35%
RUS 1000 GRW ETF
DIS
0.35%
COM DISNEY
IWB
0.33%
RUS 1000 ETF
UNP
0.32%
COM
IAU
0.32%
ISHARES
MDY
0.3%
UTSER1 S&PDCRP
MRK
0.3%
COM
ADP
0.29%
COM
ABBV
0.26%
COM
ABT
0.26%
COM
UPS
0.26%
CL B
LLY
0.25%
COM
ATR
0.24%
COM
MCK
0.24%
COM
ORCL
0.23%
COM
BMY
0.22%
COM
EOG
0.21%
COM
AAXJ
0.21%
MSCI AC ASIA ETF
VZ
0.2%
COM
PG
0.2%
COM
GLD
0.2%
GOLD SHS
CHKP
0.2%
ORD
WFC
0.2%
COM
SYK
0.2%
COM
LOW
0.19%
COM
EPD
0.19%
COM
VB
0.18%
SMALL CP ETF
USB
0.18%
COM NEW
ITW
0.18%
COM
IWM
0.16%
RUSSELL 2000 ETF
KO
0.15%
COM
AMGN
0.15%
COM
MCD
0.15%
COM
CHD
0.14%
COM
CIU
0.14%
INTERM CR BD ETF
VEU
0.14%
ALLWRLD EX US
CRM
0.14%
COM
IBM
0.14%
COM
T
0.13%
COM
SON
0.13%
COM
RPM
0.13%
COM
BRK.A
0.12%
CL A
EMR
0.12%
COM
PM
0.12%
COM
DWDP
0.11%
COM
HON
0.11%
COM
ECL
0.11%
COM
MDT
0.11%
SHS
VO
0.11%
MID CAP ETF
VWO
0.1%
FTSE EMR MKT ETF
CL
0.1%
COM
GE
0.1%
COM
DHR
0.1%
COM
IRET
0.1%
SH BEN INT
GILD
0.1%
COM
JBL
0.1%
COM
MO
0.1%
COM
ILMN
0.1%
COM
VOO
0.1%
SHS
VV
0.09%
LARGE CAP ETF
AFL
0.09%
COM
MTD
0.09%
COM
TRV
0.09%
COM
SYY
0.09%
COM
WMT
0.08%
COM
DVY
0.08%
SELECT DIVID ETF
COP
0.08%
COM
CMCSA
0.08%
CL A
EEM
0.08%
MSCI EMG MKT ETF
V
0.08%
COM CL A
GGG
0.08%
COM
APH
0.08%
CL A
AGN
0.08%
SHS
PSX
0.08%
COM
CVS
0.08%
COM
BAC
0.07%
COM
LMT
0.07%
COM
IJH
0.07%
CORE S&P MCP ETF
AXJL
0.07%
ASIA PAC EXJP FD
VTI
0.07%
TOTAL STK MKT
BIIB
0.07%
COM
THO
0.07%
COM
SPGI
0.07%
COM
GD
0.07%
COM
DUK
0.06%
COM NEW
BDX
0.06%
COM
NEE
0.06%
COM
STT
0.06%
COM
IEFA
0.06%
CORE MSCI EAFE
SBUX
0.06%
COM
BAX
0.06%
COM
XLRN
0.06%
COM
QCOM
0.06%
COM
FB
0.06%
CL A
BA
0.06%
COM
IWR
0.06%
RUS MID-CAP ETF
IVW
0.06%
S&P 500 GRWT ETF
PGR
0.06%
COM
TGT
0.06%
COM
ORLY
0.05%
COM
D
0.05%
COM
C
0.05%
COM NEW
DSI
0.05%
MSCI KLD400 SOC
JEC
0.05%
COM
KMB
0.05%
COM
PNC
0.05%
COM
PLT
0.05%
COM
CELG
0.05%
COM
MPC
0.05%
COM
VFC
0.05%
COM
CAT
0.05%
COM
XLK
0.05%
TECHNOLOGY
MKC
0.05%
COM NON VTG
ICE
0.05%
COM
AVEO
0.04%
COM
APC
0.04%
COM
NXPI
0.04%
COM
ANDV
0.04%
COM
FDX
0.04%
COM
CTSH
0.04%
CL A
DOL
0.04%
INTL LRGCAP DV
KHC
0.04%
COM
CMD
0.04%
COM
AXP
0.04%
COM
VLO
0.04%
COM
COG
0.04%
COM
IWN
0.04%
RUS 2000 VAL ETF
RTN
0.04%
COM NEW
IEMG
0.04%
CORE MSCI EMKT
OXY
0.04%
COM
KLD
0.03%
USA ESG SLCT ETF
IWV
0.03%
RUSSELL 3000 ETF
WBA
0.03%
COM
ED
0.03%
COM
DOV
0.03%
COM
SO
0.03%
COM
ESRX
0.03%
COM
MMP
0.03%
COM UNIT RP LP
VNQ
0.03%
REIT ETF
POPE
0.03%
DEPOSITRY RCPT
DIA
0.03%
UT SER 1
PXD
0.03%
COM
AGG
0.03%
CORE TOTUSBD ETF
KMI
0.03%
COM
ZTS
0.03%
CL A
PRF
0.03%
FTSE RAFI 1000
AEP
0.03%
COM
FOX
0.03%
CL B
CSX
0.03%
COM
ENB
0.03%
COM
GS
0.03%
COM
XLB
0.03%
SBI MATERIALS
DTD
0.03%
TOTAL DIVID FD
VIG
0.03%
DIV APP ETF
PSA
0.03%
COM
RWX
0.03%
DJ INTL RL ETF
TIF
0.03%
COM
OUNZ
0.03%
SHS
APO
0.03%
CL A SHS
LQD
0.03%
IBOXX INV CP ETF
XLF
0.03%
SBI INT-FINL
IVE
0.03%
S&P 500 VAL ETF
MDLZ
0.03%
CL A
NSC
0.03%
COM
TSLA
0.03%
COM
BK
0.03%
COM
STI
0.03%
COM
GIS
0.03%
COM
CDW
0.03%
COM
WEX
0.03%
COM
GLW
0.03%
COM
HAL
0.02%
COM
DXGE
0.02%
GERMANY HEDEQ FD
DIM
0.02%
INTL MIDCAP DV
SLV
0.02%
ISHARES
AGZ
0.02%
AGENCY BOND ETF
XLV
0.02%
SBI HEALTHCARE
OEF
0.02%
S&P 100 ETF
CCI
0.02%
COM
RY
0.02%
COM
WASH
0.02%
COM
FTV
0.02%
COM
ABC
0.02%
COM
ESND
0.02%
COM
PRFZ
0.02%
FTSE RAFI 1500
PAYX
0.02%
COM
CNI
0.02%
COM
MAR
0.02%
CL A
PYPL
0.02%
COM
TPR
0.02%
COM
VGK
0.02%
FTSE EUROPE ETF
AWK
0.02%
COM
CTL
0.02%
COM
CME
0.02%
COM
REGN
0.02%
COM
VTV
0.02%
VALUE ETF
ATHN
0.02%
COM
NOW
0.02%
COM
SIVB
0.02%
COM
APA
0.02%
COM
NATI
0.02%
COM
TUSK
0.02%
COM
MMC
0.02%
COM
TFX
0.02%
COM
TLP
0.02%
COM UNIT L P
IJR
0.02%
CORE S&P SCP ETF
CI
0.02%
COM
WM
0.02%
COM
TMUS
0.02%
COM
ETP
0.02%
UNIT LTD PRT INT
PX
0.02%
COM
ANTM
0.02%
COM
VT
0.02%
TT WRLD ST ETF
NFLX
0.02%
COM
WAB
0.02%
COM
CSJ
0.02%
1-3 YR CR BD ETF
PBA
0.02%
COM
BRKS
0.02%
COM
BKNG
0.02%
COM
VEA
0.02%
FTSE DEV MKT ETF
VCRA
0.01%
COM
RNR
0.01%
COM
FOXA
0.01%
CL A
MKL
0.01%
COM
BSX
0.01%
COM
EV
0.01%
COM NON VTG
DVMT
0.01%
COM CL V
DVN
0.01%
COM
SDY
0.01%
S&P DIVID ETF
ALKS
0.01%
SHS
CA
0.01%
COM
RYN
0.01%
COM
APD
0.01%
COM
UGI
0.01%
COM
LMNX
0.01%
COM
ZMH
0.01%
COM
WMB
0.01%
COM
VCSH
0.01%
SHRT TRM CORP BD
SCHX
0.01%
US LRG CAP ETF
COF
0.01%
COM
SJM
0.01%
COM NEW
IRWD
0.01%
COM CL A
CBT
0.01%
COM
BCE
0.01%
COM NEW
MCO
0.01%
COM
TDG
0.01%
COM
SEE
0.01%
COM
QQQ
0.01%
UNIT SER 1
PTC
0.01%
COM
BXP
0.01%
COM
MGNX
0.01%
COM
WTM
0.01%
COM
CCE
0.01%
SHS
ADI
0.01%
COM
VCIT
0.01%
INT-TERM CORP
JEF
0.01%
COM
BEN
0.01%
COM
PPL
0.01%
COM
CMI
0.01%
COM
M
0.01%
COM
VRTX
0.01%
COM
YUM
0.01%
COM
TSN
0.01%
CL A
NUE
0.01%
COM
RSP
0.01%
S&P500 EQL WGT
NDSN
0.01%
COM
SRCL
0.01%
COM
COLB
0.01%
COM
CERN
0.01%
COM
KAMN
0.01%
COM
WWD
0.01%
COM
PPG
0.01%
COM
CDK
0.01%
COM
HPQ
0.01%
COM
EXPD
0.01%
COM
DWM
0.01%
DEFA FD
SHLX
0.01%
UNIT LTD INT
INFI
0.01%
COM
BBT
0.01%
COM
PEG
0.01%
COM
IWO
0.01%
RUS 2000 GRW ETF
NTAP
0.01%
COM
DE
0.01%
COM
SXT
0.01%
COM
INTU
0.01%
COM
VUG
0.01%
GROWTH ETF
ECC
0.01%
COM
JW/A
0.01%
CL A
HSIC
0.01%
COM
STE
0.01%
SHS USD
CWB
0.01%
BRC CNV SECS ETF
BAM
0.01%
CL A LTD VT SH
FUL
0.01%
COM
AVGO
0.01%
COM
GBDC
0.01%
COM
BR
0.01%
COM
HSY
0.01%
COM
IBB
0.01%
NASDQ BIOTEC ETF
IEI
0.01%
3-7 YR TR BD ETF
TEL
0.01%
REG SHS
VSS
0.01%
FTSE SMCAP ETF
EBAY
0.01%
COM
O
0.01%
COM
AMP
0.01%
COM
EVR
0.01%
CLASS A
ESGR
0.01%
SHS
DBC
0.01%
UNIT
ICF
0.01%
COHEN&STEER REIT
URI
0.01%
COM
NGVT
0.01%
COM
GDXJ
0.01%
JR GOLD MINERS E
AABA
0.01%
COM
SU
0.01%
COM
MET
0.01%
COM
EMN
0.01%
COM
USDP
0.01%
COM UT REP LTD
MRO
0.01%
COM
CMS
0.01%
COM
WAL
0.01%
COM
GWW
0.01%
COM
MBB
0.01%
MBS ETF
TFI
0.01%
NUVN BRCLY MUNI
NVDA
0.01%
COM
HEDJ
0.01%
EUROPE HEDGED EQ
AEE
0.01%
COM
EFV
0.01%
EAFE VALUE ETF
CCL
0.01%
PAIRED CTF
AJG
0.01%
COM
L
0.01%
COM
FFIV
0.01%
COM
OKE
0.01%
COM
STZ
0.01%
CL A
NVCR
0.01%
ORD SHS
XLE
0.01%
SBI INT-ENERGY
CM
0.01%
COM
CNYA
0.01%
MSCI CHINA A
EIX
0.01%
COM
NOC
0.01%
COM
PRU
0.01%
COM
SHY
0.01%
1-3 YR TR BD ETF
JCI
0.01%
SHS
WRB
0.01%
COM
IWS
0.01%
RUS MDCP VAL ETF
ALE
0.01%
COM NEW
XLY
0.01%
SBI CONS DISCR
HCN
0.01%
COM
ALB
0.01%
COM
VTR
0.01%
COM
ISRG
0.01%
COM NEW
GPN
0.01%
COM
ZBRA
0.01%
CL A
MTN
0.01%
COM
HPE
0.01%
COM
ETM
0.01%
CL A
LADR
0.01%
CL A
FEI
< 0.01%
COM
EEP
< 0.01%
COM
S
< 0.01%
COM SER 1
SRC
< 0.01%
COM
VER
< 0.01%
COM
GSAT
< 0.01%
COM
KOPN
< 0.01%
COM
SWN
< 0.01%
COM
LIQT
< 0.01%
COM
PER
< 0.01%
COM UNIT BEN INT
WKHS
< 0.01%
COM NEW
MGK
0.08%
MEGA GRWTH IND
BKU
0.02%
COM
NEM
0.02%
COM
CHTR
0.01%
CL A
SCHP
0.01%
US TIPS ETF
DMRC
0.01%
COM
AVAV
0.01%
COM
HRB
0.01%
COM
MU
0.01%
COM
SEDG
0.01%
COM
KTOS
0.01%
COM NEW
NHF
0.01%
COM NEW
APY
0.01%
COM
LYB
0.01%
SHS - A -
LH
0.01%
COM NEW
OZM
< 0.01%
CL A