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Stock Style
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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
86
11
24
5
6
1
73
24
17
EVERCORE WEALTH MANAGEMENT LLC

Time Period2018-12-31

Total Holdings370

Total Value ($x1000)2,647,678
Activities
New11

Increased132

Unchanged60

Decreased167

Sold Out65

Top 10 Stock Holdingstotal 29.7%
MSFT3.76

MA3.58

UNH3.41

AAPL3.34

AMZN3.18

 
TMO2.81

HD2.64

AMT2.63

CBG2.19

ACN2.16

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
3.76%
COM
MA
3.58%
CL A
UNH
3.41%
COM
AAPL
3.34%
COM
AMZN
3.18%
COM
TMO
2.81%
COM
HD
2.64%
COM
AMT
2.63%
COM
CBG
2.19%
CL A
ACN
2.16%
SHS CLASS A
GOOG
2.14%
CAP STK CL C
TJX
2.08%
COM
CB
2%
COM
ROP
1.89%
COM
BX
1.88%
COM UNIT LTD
AZO
1.78%
COM
LW
1.76%
COM
BRK.B
1.75%
CL B NEW
CE
1.71%
COM SER A
ADBE
1.69%
COM
MMM
1.68%
COM
ABT
1.57%
COM
GOOGL
1.56%
CAP STK CL A
JNJ
1.47%
COM
BLK
1.46%
COM
TXN
1.44%
COM
NKE
1.4%
CL B
SPY
1.37%
TR UNIT
DPZ
1.36%
COM
AOS
1.34%
COM
DORM
1.31%
COM
RCL
1.15%
COM
EWBC
1.11%
COM
DLN
1.05%
LARGECAP DIVID
COST
0.99%
COM
EFA
0.99%
MSCI EAFE ETF
ANSS
0.94%
COM
WRK
0.9%
COM
CVX
0.8%
COM
SYF
0.8%
COM
IPGP
0.72%
COM
WY
0.71%
COM
PEP
0.6%
COM
CSCO
0.6%
COM
XOM
0.58%
COM
SHW
0.56%
COM
PFE
0.55%
COM
INTC
0.53%
COM
IVV
0.51%
CORE S&P500 ETF
JPM
0.47%
COM
UTX
0.45%
COM
CLB
0.43%
COM
IAU
0.42%
ISHARES
IWF
0.38%
RUS 1000 GRW ETF
IWD
0.38%
RUS 1000 VAL ETF
DIS
0.38%
COM DISNEY
MRK
0.36%
COM
SCHW
0.36%
COM
IDXX
0.35%
COM
AMAT
0.33%
COM
SLB
0.33%
COM
LLY
0.32%
COM
GLD
0.32%
GOLD SHS
UNP
0.31%
COM
IWB
0.3%
RUS 1000 ETF
ABBV
0.3%
COM
ADP
0.29%
COM
MDY
0.29%
UTSER1 S&PDCRP
PG
0.26%
COM
VZ
0.25%
COM
UPS
0.25%
CL B
AAXJ
0.25%
MSCI AC ASIA ETF
ATR
0.24%
COM
ORCL
0.23%
COM
MCK
0.21%
COM
BMY
0.21%
COM
CHKP
0.2%
ORD
SYK
0.2%
COM
WFC
0.19%
COM
VB
0.19%
SMALL CP ETF
ITW
0.19%
COM
MCD
0.19%
COM
LOW
0.19%
COM
VEU
0.18%
ALLWRLD EX US
KO
0.18%
COM
USB
0.18%
COM NEW
CHD
0.18%
COM
EOG
0.18%
COM
EPD
0.18%
COM
IWM
0.18%
RUSSELL 2000 ETF
CIU
0.16%
INTERM CR BD ETF
AMGN
0.16%
COM
AN
0.16%
COM
CRM
0.15%
COM
SON
0.15%
COM
BRK.A
0.14%
CL A
RPM
0.14%
COM
VWO
0.13%
FTSE EMR MKT ETF
ECL
0.12%
COM
MDT
0.12%
SHS
DHR
0.11%
COM
T
0.11%
COM
EMR
0.11%
COM
PM
0.11%
COM
IBM
0.11%
COM
DWDP
0.11%
COM
AFL
0.11%
COM
CL
0.1%
COM
VO
0.1%
MID CAP ETF
HON
0.1%
COM
VOO
0.1%
SHS
IRET
0.1%
SH BEN INT
MTD
0.1%
COM
V
0.1%
COM CL A
WMT
0.1%
COM
ILMN
0.09%
COM
VV
0.09%
LARGE CAP ETF
TRV
0.09%
COM
MO
0.09%
COM
JBL
0.09%
COM
SYY
0.09%
COM
DVY
0.09%
SELECT DIVID ETF
CMCSA
0.09%
CL A
SBUX
0.09%
COM
MPC
0.08%
COM
GGG
0.08%
COM
COP
0.08%
COM
GILD
0.08%
COM
APH
0.08%
CL A
AXJL
0.08%
ASIA PAC EXJP FD
DUK
0.08%
COM NEW
NEE
0.08%
COM
EEM
0.08%
MSCI EMG MKT ETF
VTI
0.07%
TOTAL STK MKT
D
0.07%
COM
BIIB
0.07%
COM
PSX
0.07%
COM
QCOM
0.07%
COM
CVS
0.07%
COM
SPGI
0.07%
COM
BDX
0.07%
COM
LMT
0.06%
COM
ORLY
0.06%
COM
IEFA
0.06%
CORE MSCI EAFE
BAX
0.06%
COM
KMB
0.06%
COM
GD
0.06%
COM
GE
0.06%
COM
BA
0.06%
COM
MKC
0.06%
COM NON VTG
IVW
0.06%
S&P 500 GRWT ETF
PGR
0.06%
COM
IWR
0.06%
RUS MID-CAP ETF
STT
0.06%
COM
PNC
0.06%
COM
DSI
0.06%
MSCI KLD400 SOC
ICE
0.06%
COM
IJH
0.05%
CORE S&P MCP ETF
XLRN
0.05%
COM
WBT
0.05%
COM
JEC
0.05%
COM
FB
0.05%
CL A
CAT
0.05%
COM
C
0.05%
COM NEW
CELG
0.05%
COM
VFC
0.04%
COM
XLK
0.04%
TECHNOLOGY
BAC
0.04%
COM
COG
0.04%
COM
TGT
0.04%
COM
ED
0.04%
COM
IEMG
0.04%
CORE MSCI EMKT
CTSH
0.04%
CL A
WBA
0.04%
COM
VNQ
0.04%
REIT ETF
NXPI
0.04%
COM
IWN
0.04%
RUS 2000 VAL ETF
SO
0.04%
COM
CMD
0.04%
COM
TSLA
0.04%
COM
ENB
0.04%
COM
KLD
0.04%
USA ESG SLCT ETF
DOV
0.04%
COM
PSA
0.04%
COM
IWV
0.03%
RUSSELL 3000 ETF
PLT
0.03%
COM
ZTS
0.03%
CL A
POPE
0.03%
DEPOSITRY RCPT
IJR
0.03%
CORE S&P SCP ETF
AEP
0.03%
COM
MMP
0.03%
COM UNIT RP LP
XLE
0.03%
SBI INT-ENERGY
DIA
0.03%
UT SER 1
VLO
0.03%
COM
KHC
0.03%
COM
LQD
0.03%
IBOXX INV CP ETF
SLV
0.03%
ISHARES
PRF
0.03%
FTSE RAFI 1000
RTN
0.03%
COM NEW
OXY
0.03%
COM
XLB
0.03%
SBI MATERIALS
RWX
0.03%
DJ INTL RL ETF
GIS
0.03%
COM
DTD
0.03%
TOTAL DIVID FD
VIG
0.03%
DIV APP ETF
DOL
0.03%
INTL LRGCAP DV
PXD
0.03%
COM
CSX
0.03%
COM
IVE
0.03%
S&P 500 VAL ETF
KMI
0.03%
COM
AGZ
0.03%
AGENCY BOND ETF
CDW
0.03%
COM
CI
0.03%
COM
AGG
0.03%
CORE TOTUSBD ETF
CME
0.03%
COM
AXP
0.03%
COM
CCI
0.03%
COM
MDLZ
0.03%
CL A
MMC
0.03%
COM
NSC
0.03%
COM
ESND
0.03%
COM
APC
0.03%
COM
AVEO
0.03%
COM
XLV
0.03%
SBI HEALTHCARE
PYPL
0.03%
COM
APO
0.02%
CL A SHS
AWK
0.02%
COM
DIM
0.02%
INTL MIDCAP DV
OEF
0.02%
S&P 100 ETF
MAR
0.02%
CL A
XLF
0.02%
SBI INT-FINL
RY
0.02%
COM
WASH
0.02%
COM
TLP
0.02%
COM UNIT L P
FTV
0.02%
COM
PAYX
0.02%
COM
ETE
0.02%
COM UT LTD PTN
TFX
0.02%
COM
REGN
0.02%
COM
GS
0.02%
COM
WM
0.02%
COM
VTV
0.02%
VALUE ETF
TMUS
0.02%
COM
CNI
0.02%
COM
TIF
0.02%
COM
NATI
0.02%
COM
PRFZ
0.02%
FTSE RAFI 1500
BCE
0.02%
COM NEW
HAL
0.02%
COM
VT
0.02%
TT WRLD ST ETF
AGN
0.02%
SHS
BSX
0.02%
COM
QQQ
0.02%
UNIT SER 1
WEX
0.02%
COM
FDX
0.02%
COM
ABC
0.02%
COM
TPR
0.02%
COM
TUSK
0.02%
COM
PBA
0.02%
COM
STI
0.02%
COM
BKNG
0.02%
COM
APD
0.02%
COM
DE
0.02%
COM
MKL
0.02%
COM
SJM
0.02%
COM NEW
VGK
0.02%
FTSE EUROPE ETF
PPL
0.02%
COM
SDY
0.02%
S&P DIVID ETF
GLW
0.02%
COM
VEA
0.02%
FTSE DEV MKT ETF
ECC
0.02%
COM
SEE
0.02%
COM
VUG
0.01%
GROWTH ETF
NFLX
0.01%
COM
BEN
0.01%
COM
ANTM
0.01%
COM
YUM
0.01%
COM
BK
0.01%
COM
TDG
0.01%
COM
RYN
0.01%
COM
MCO
0.01%
COM
NUE
0.01%
COM
RNR
0.01%
COM
WAB
0.01%
COM
ADI
0.01%
COM
NOW
0.01%
COM
ZMH
0.01%
COM
BXP
0.01%
COM
CCE
0.01%
SHS
WTM
0.01%
COM
UGI
0.01%
COM
EXPD
0.01%
COM
LMNX
0.01%
COM
O
0.01%
COM
CMI
0.01%
COM
LIN
0.01%
COM
TSN
0.01%
CL A
HCN
0.01%
COM
PPG
0.01%
COM
CDK
0.01%
COM
WMB
0.01%
COM
CTL
0.01%
COM
COLB
0.01%
COM
ALKS
0.01%
SHS
M
0.01%
COM
GBDC
0.01%
COM
VRTX
0.01%
COM
RSP
0.01%
S&P500 EQL WGT
AVGO
0.01%
COM
NDSN
0.01%
COM
WWD
0.01%
COM
HSY
0.01%
COM
PEG
0.01%
COM
BRKS
0.01%
COM
CBT
0.01%
COM
JEF
0.01%
COM
EV
0.01%
COM NON VTG
VCIT
0.01%
INT-TERM CORP
VTR
0.01%
COM
KAMN
0.01%
COM
CERN
0.01%
COM
JW/A
0.01%
CL A
IRDM
0.01%
COM
INTU
0.01%
COM
GDXJ
0.01%
JR GOLD MINERS E
IEI
0.01%
3-7 YR TR BD ETF
VCRA
0.01%
COM
CWB
0.01%
BRC CNV SECS ETF
STE
0.01%
SHS USD
HSIC
0.01%
COM
USDP
0.01%
COM UT REP LTD
SHLX
0.01%
UNIT LTD INT
BR
0.01%
COM
IWO
0.01%
RUS 2000 GRW ETF
DXGE
0.01%
GERMANY HEDEQ FD
BAM
0.01%
CL A LTD VT SH
ICF
0.01%
COHEN&STEER REIT
AEE
0.01%
COM
MBB
0.01%
MBS ETF
CMS
0.01%
COM
RHT
0.01%
COM
IRWD
0.01%
COM CL A
ATHN
0.01%
COM
FUL
0.01%
COM
TFI
0.01%
NUVN BRCLY MUNI
SXT
0.01%
COM
MGNX
0.01%
COM
AJG
0.01%
COM
AAL
0.01%
COM
NTAP
0.01%
COM
HDV
0.01%
HIGH DIVIDND ETF
CM
0.01%
COM
SRCL
0.01%
COM
SHY
0.01%
1-3 YR TR BD ETF
VHT
0.01%
HEALTH CAR ETF
AABA
0.01%
COM
ALE
0.01%
COM NEW
CLFD
0.01%
COM
VGT
0.01%
INF TECH ETF
DBC
0.01%
UNIT
MRO
0.01%
COM
L
0.01%
COM
NGVT
0.01%
COM
LADR
0.01%
CL A
INFI
0.01%
COM
ETM
< 0.01%
CL A
FEI
< 0.01%
COM
SWN
< 0.01%
COM
PER
< 0.01%
COM UNIT BEN INT
KOPN
< 0.01%
COM
IRET
0.1%
SH BEN INT
THO
0.07%
COM
ANDV
0.04%
COM
ESRX
0.03%
COM
FOX
0.03%
CL B
OUNZ
0.03%
SHS
SIVB
0.02%
COM
APA
0.02%
COM
CI
0.02%
COM
ETP
0.02%
UNIT LTD PRT INT
PX
0.02%
COM
CSJ
0.02%
1-3 YR CR BD ETF
FOXA
0.01%
CL A
DVMT
0.01%
COM CL V
DVN
0.01%
COM
CA
0.01%
COM
VCSH
0.01%
SHRT TRM CORP BD
SCHX
0.01%
US LRG CAP ETF
COF
0.01%
COM
PTC
0.01%
COM
HPQ
0.01%
COM
DWM
0.01%
DEFA FD
BBT
0.01%
COM
IBB
0.01%
NASDQ BIOTEC ETF
TEL
0.01%
REG SHS
VSS
0.01%
FTSE SMCAP ETF
EBAY
0.01%
COM
EVR
0.01%
CLASS A
AMP
0.01%
COM
ESGR
0.01%
SHS
URI
0.01%
COM
MET
0.01%
COM
SU
0.01%
COM
EMN
0.01%
COM
WAL
0.01%
COM
GWW
0.01%
COM
NVDA
0.01%
COM
HEDJ
0.01%
EUROPE HEDGED EQ
EFV
0.01%
EAFE VALUE ETF
CCL
0.01%
PAIRED CTF
FFIV
0.01%
COM
STZ
0.01%
CL A
OKE
0.01%
COM
NVCR
0.01%
ORD SHS
CNYA
0.01%
MSCI CHINA A
EIX
0.01%
COM
PRU
0.01%
COM
NOC
0.01%
COM
WRB
0.01%
COM
JCI
0.01%
SHS
IWS
0.01%
RUS MDCP VAL ETF
XLY
0.01%
SBI CONS DISCR
ISRG
0.01%
COM NEW
ALB
0.01%
COM
ZBRA
0.01%
CL A
GPN
0.01%
COM
MTN
0.01%
COM
HPE
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
LIQT
< 0.01%
COM
WKHS
< 0.01%
COM NEW