Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
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
100
13
24
5
9
1
77
23
19
EVERCORE WEALTH MANAGEMENT LLC

Time Period2018-06-30

Total Holdings404

Total Value ($x1000)2,926,149
Activities
New69

Increased178

Unchanged66

Decreased91

Sold Out14

Top 10 Stock Holdingstotal 28.36%
AAPL3.6

MA3.45

MSFT3.35

AMZN3.29

UNH3.04

 
HD2.65

CBG2.38

TMO2.34

AMT2.19

GOOG2.07

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AAPL
3.6%
COM
MA
3.45%
CL A
MSFT
3.35%
COM
AMZN
3.29%
COM
UNH
3.04%
COM
HD
2.65%
COM
CBG
2.38%
CL A
TMO
2.34%
COM
AMT
2.19%
COM
GOOG
2.07%
CAP STK CL C
TJX
2.04%
COM
ACN
2.02%
SHS CLASS A
CE
1.87%
COM SER A
CB
1.77%
COM
ROP
1.74%
COM
WY
1.73%
COM
BX
1.72%
COM UNIT LTD
ADBE
1.69%
COM
LW
1.66%
COM
BLK
1.62%
COM
AOS
1.59%
COM
EWBC
1.55%
COM
MMM
1.51%
COM
GOOGL
1.51%
CAP STK CL A
TXN
1.5%
COM
SYF
1.5%
COM
BRK.B
1.41%
CL B NEW
NKE
1.37%
CL B
AZO
1.33%
COM
JNJ
1.28%
COM
WRK
1.28%
COM
DPZ
1.23%
COM
CLB
1.13%
COM
DLN
1.09%
LARGECAP DIVID
ANSS
1.03%
COM
AMAT
0.97%
COM
DORM
0.95%
COM
WBT
0.95%
COM
SPY
0.94%
TR UNIT
COST
0.92%
COM
SLB
0.88%
COM
THO
0.87%
COM
CVX
0.85%
COM
XOM
0.71%
COM
AN
0.6%
COM
EFA
0.6%
MSCI EAFE ETF
INTC
0.58%
COM
CSCO
0.56%
COM
PEP
0.55%
COM
SHW
0.54%
COM
IVV
0.53%
CORE S&P500 ETF
UTX
0.47%
COM
PFE
0.45%
COM
JPM
0.45%
COM
SCHW
0.4%
COM
IDXX
0.4%
COM
IWD
0.39%
RUS 1000 VAL ETF
IAU
0.37%
ISHARES
IWF
0.36%
RUS 1000 GRW ETF
DIS
0.33%
COM DISNEY
IWB
0.32%
RUS 1000 ETF
ABBV
0.31%
COM
UNP
0.31%
COM
ADP
0.3%
COM
MRK
0.29%
COM
MDY
0.29%
UTSER1 S&PDCRP
UPS
0.27%
CL B
MCK
0.26%
COM
ABT
0.25%
COM
WFC
0.25%
COM
AAXJ
0.23%
MSCI AC ASIA ETF
BMY
0.23%
COM
LLY
0.23%
COM
PG
0.22%
COM
GLD
0.22%
GOLD SHS
EOG
0.22%
COM
ATR
0.22%
COM
ORCL
0.21%
COM
SYK
0.2%
COM
CIU
0.2%
INTERM CR BD ETF
VZ
0.19%
COM
EPD
0.19%
COM
VB
0.19%
SMALL CP ETF
ITW
0.19%
COM
USB
0.18%
COM NEW
MCD
0.18%
COM
GE
0.18%
COM
CHKP
0.18%
ORD
LOW
0.16%
COM
AMGN
0.16%
COM
T
0.16%
COM
KO
0.15%
COM
DWDP
0.15%
COM
VEU
0.15%
ALLWRLD EX US
CHD
0.14%
COM
IWM
0.14%
RUSSELL 2000 ETF
IBM
0.14%
COM
SON
0.13%
COM
PM
0.13%
COM
JBL
0.13%
COM
CRM
0.12%
COM
RPM
0.12%
COM
MO
0.12%
COM
EMR
0.12%
COM
CL
0.12%
COM
HON
0.12%
COM
BRK.A
0.12%
CL A
MDT
0.11%
SHS
VWO
0.11%
FTSE EMR MKT ETF
VO
0.11%
MID CAP ETF
DHR
0.11%
COM
ECL
0.1%
COM
GILD
0.1%
COM
VOO
0.1%
SHS
VV
0.09%
LARGE CAP ETF
AFL
0.09%
COM
IRET
0.09%
SH BEN INT
TRV
0.09%
COM
EEM
0.09%
MSCI EMG MKT ETF
MTD
0.09%
COM
GGG
0.08%
COM
STT
0.08%
COM
PSX
0.08%
COM
NEE
0.08%
COM
SYY
0.08%
COM
COP
0.08%
COM
ILMN
0.08%
COM
CMCSA
0.08%
CL A
MGK
0.08%
MEGA GRWTH IND
BAC
0.08%
COM
AGN
0.08%
SHS
V
0.07%
COM CL A
AXJL
0.07%
ASIA PAC EXJP FD
WMT
0.07%
COM
BAX
0.07%
COM
DUK
0.07%
COM NEW
IJH
0.07%
CORE S&P MCP ETF
PLT
0.07%
COM
SPGI
0.07%
COM
DVY
0.07%
SELECT DIVID ETF
LMT
0.07%
COM
FB
0.07%
CL A
VTI
0.07%
TOTAL STK MKT
GD
0.06%
COM
APH
0.06%
CL A
RTN
0.06%
COM NEW
BIIB
0.06%
COM
CVS
0.06%
COM
NXPI
0.06%
COM
BDX
0.06%
COM
IWR
0.06%
RUS MID-CAP ETF
IEFA
0.06%
CORE MSCI EAFE
KMB
0.06%
COM
KHC
0.06%
COM
IVW
0.06%
S&P 500 GRWT ETF
PNC
0.06%
COM
DSI
0.05%
MSCI KLD400 SOC
TSLA
0.05%
COM
XLRN
0.05%
COM
D
0.05%
COM
MPC
0.05%
COM
SBUX
0.05%
COM
APC
0.05%
COM
TGT
0.05%
COM
CELG
0.05%
COM
PGR
0.05%
COM
JEC
0.05%
COM
C
0.05%
COM NEW
ORLY
0.05%
COM
VLO
0.05%
COM
VFC
0.05%
COM
QCOM
0.05%
COM
ICE
0.05%
COM
AGG
0.05%
CORE TOTUSBD ETF
XLK
0.04%
TECHNOLOGY
MKC
0.04%
COM NON VTG
CMD
0.04%
COM
OXY
0.04%
COM
CTSH
0.04%
CL A
DOL
0.04%
INTL LRGCAP DV
COG
0.04%
COM
BA
0.04%
COM
AEP
0.04%
COM
IWN
0.04%
RUS 2000 VAL ETF
KMI
0.04%
COM
WBA
0.04%
COM
MMP
0.04%
COM UNIT RP LP
AXP
0.04%
COM
CAT
0.04%
COM
RWX
0.04%
DJ INTL RL ETF
WM
0.04%
COM
SO
0.04%
COM
FOX
0.04%
CL B
ED
0.04%
COM
KLD
0.04%
USA ESG SLCT ETF
ANDV
0.04%
COM
ABC
0.03%
COM
PXD
0.03%
COM
VNQ
0.03%
REIT ETF
POPE
0.03%
DEPOSITRY RCPT
FDX
0.03%
COM
PRF
0.03%
FTSE RAFI 1000
AGZ
0.03%
AGENCY BOND ETF
VIG
0.03%
DIV APP ETF
GIS
0.03%
COM
ENB
0.03%
COM
AVEO
0.03%
COM
PSA
0.03%
COM
XLB
0.03%
SBI MATERIALS
OUNZ
0.03%
SHS
IWV
0.03%
RUSSELL 3000 ETF
XLF
0.03%
SBI INT-FINL
DIA
0.03%
UT SER 1
TIF
0.03%
COM
DXGE
0.03%
GERMANY HEDEQ FD
BK
0.03%
COM
DOV
0.03%
COM
SLV
0.03%
ISHARES
MDLZ
0.03%
CL A
APO
0.03%
CL A SHS
TSN
0.03%
CL A
IVE
0.03%
S&P 500 VAL ETF
STI
0.03%
COM
ESRX
0.03%
COM
CSX
0.03%
COM
DIM
0.03%
INTL MIDCAP DV
WASH
0.03%
COM
CME
0.03%
COM
ZTS
0.02%
CL A
ATHN
0.02%
COM
LMNX
0.02%
COM
XLV
0.02%
SBI HEALTHCARE
IEMG
0.02%
CORE MSCI EMKT
ESND
0.02%
COM
VGK
0.02%
FTSE EUROPE ETF
FTV
0.02%
COM
GS
0.02%
COM
LQD
0.02%
IBOXX INV CP ETF
TUSK
0.02%
COM
OEF
0.02%
S&P 100 ETF
DVN
0.02%
COM
NSC
0.02%
COM
PRFZ
0.02%
FTSE RAFI 1500
RY
0.02%
COM
HAL
0.02%
COM
ADI
0.02%
COM
PAYX
0.02%
COM
CA
0.02%
COM
AWK
0.02%
COM
TPR
0.02%
COM
TFX
0.02%
COM
PYPL
0.02%
COM
CNI
0.02%
COM
VTV
0.02%
VALUE ETF
RNR
0.02%
COM
APA
0.02%
COM
MMC
0.02%
COM
REGN
0.02%
COM
MAR
0.02%
CL A
CCI
0.02%
COM
PPG
0.02%
COM
CDW
0.02%
COM
PX
0.02%
COM
PBA
0.02%
COM
VT
0.02%
TT WRLD ST ETF
CSJ
0.02%
1-3 YR CR BD ETF
NATI
0.02%
COM
RYN
0.02%
COM
FOXA
0.02%
CL A
GLW
0.02%
COM
BKNG
0.02%
COM
NEM
0.02%
COM
BKU
0.02%
COM
NFLX
0.02%
COM
EBAY
0.02%
COM
ANTM
0.02%
COM
TMUS
0.02%
COM
BRKS
0.02%
COM
VEA
0.02%
FTSE DEV MKT ETF
ALKS
0.01%
SHS
VCSH
0.01%
SHRT TRM CORP BD
IRWD
0.01%
COM CL A
SJM
0.01%
COM NEW
SDY
0.01%
S&P DIVID ETF
MKL
0.01%
COM
SEE
0.01%
COM
EV
0.01%
COM NON VTG
UGI
0.01%
COM
APD
0.01%
COM
CBT
0.01%
COM
VCRA
0.01%
COM
COF
0.01%
COM
IEI
0.01%
3-7 YR TR BD ETF
SCHX
0.01%
US LRG CAP ETF
BSX
0.01%
COM
BXP
0.01%
COM
SRCL
0.01%
COM
M
0.01%
COM
QQQ
0.01%
UNIT SER 1
ZMH
0.01%
COM
VCIT
0.01%
INT-TERM CORP
TDG
0.01%
COM
WTM
0.01%
COM
BEN
0.01%
COM
MGNX
0.01%
COM
VRTX
0.01%
COM
COLB
0.01%
COM
BCE
0.01%
COM NEW
CDK
0.01%
COM
NUE
0.01%
COM
KAMN
0.01%
COM
RSP
0.01%
S&P500 EQL WGT
CMI
0.01%
COM
NOW
0.01%
COM
CCE
0.01%
SHS
BBT
0.01%
COM
CCL
0.01%
PAIRED CTF
EXPD
0.01%
COM
DWM
0.01%
DEFA FD
NDSN
0.01%
COM
WWD
0.01%
COM
CHTR
0.01%
CL A
TFI
0.01%
NUVN BRCLY MUNI
CERN
0.01%
COM
PPL
0.01%
COM
JW/A
0.01%
CL A
YUM
0.01%
COM
ETP
0.01%
UNIT LTD PRT INT
URI
0.01%
COM
GDXJ
0.01%
JR GOLD MINERS E
PEG
0.01%
COM
FUL
0.01%
COM
SCHP
0.01%
US TIPS ETF
HPQ
0.01%
COM
SXT
0.01%
COM
IJR
0.01%
CORE S&P SCP ETF
VUG
0.01%
GROWTH ETF
EVR
0.01%
CLASS A
NTAP
0.01%
COM
DMRC
0.01%
COM
CWB
0.01%
BRC CNV SECS ETF
DE
0.01%
COM
TEL
0.01%
REG SHS
AVAV
0.01%
COM
VSS
0.01%
FTSE SMCAP ETF
CTL
0.01%
COM
USDP
0.01%
COM UT REP LTD
GBDC
0.01%
COM
INTU
0.01%
COM
AABA
0.01%
COM
STE
0.01%
SHS USD
CI
0.01%
COM
NVDA
0.01%
COM
SU
0.01%
COM
EMN
0.01%
COM
HRB
0.01%
COM
DBC
0.01%
UNIT
HSIC
0.01%
COM
WMB
0.01%
COM
HSY
0.01%
COM
BR
0.01%
COM
MBB
0.01%
MBS ETF
MU
0.01%
COM
WAL
0.01%
COM
SEDG
0.01%
COM
VTR
0.01%
COM
KTOS
0.01%
COM NEW
MET
0.01%
COM
HEDJ
0.01%
EUROPE HEDGED EQ
NGVT
0.01%
COM
INFI
0.01%
COM
EFV
0.01%
EAFE VALUE ETF
AEE
0.01%
COM
NHF
0.01%
COM NEW
OKE
0.01%
COM
O
0.01%
COM
CMS
0.01%
COM
XLE
0.01%
SBI INT-ENERGY
AMP
0.01%
COM
APY
0.01%
COM
LYB
0.01%
SHS - A -
JEF
0.01%
COM
EIX
0.01%
COM
GWW
0.01%
COM
MRO
0.01%
COM
SHY
0.01%
1-3 YR TR BD ETF
ALE
0.01%
COM NEW
DVMT
0.01%
COM CL V
L
0.01%
COM
LH
0.01%
COM NEW
IWS
0.01%
RUS MDCP VAL ETF
MTN
0.01%
COM
JCI
0.01%
SHS
ETM
0.01%
CL A
EEP
0.01%
COM
FEI
0.01%
COM
LADR
0.01%
CL A
HPE
0.01%
COM
S
< 0.01%
COM SER 1
PER
< 0.01%
COM UNIT BEN INT
KOPN
< 0.01%
COM
SWN
< 0.01%
COM
OZM
< 0.01%
CL A
WKHS
< 0.01%
COM NEW
QQQ
0.03%
UNIT SER 1
PRF
0.02%
FTSE RAFI 1000
PRFZ
0.02%
FTSE US1500 SM
IP
0.02%
COM
MON
0.01%
COM
ANAB
0.01%
COM
VMBS
0.01%
MORTG-BACK SEC
PCG
0.01%
COM
DBC
0.01%
UNIT BEN INT
RDUS
0.01%
COM NEW
ES
0.01%
COM
NWL
0.01%
COM
LUK
0.01%
COM
AJG
0.01%
COM