HoldingsChannel.com
All Stocks Held By Evercore Wealth Management LLC
As of  03/31/2020
   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
MICROSOFT CORP 1,019,288 +8,286 $160,752
     MSFT1,019,288+8,286$160,752
APPLE INC 583,608 -17,632 $148,406
     AAPL583,608-17,632$148,406
AMAZON COM INC 60,593 -148 $118,140
     AMZN60,593-148$118,140
MASTERCARD INC 474,657 -4,647 $114,658
     MA474,657-4,647$114,658
THERMO FISHER SCIENTIFIC INC 351,106 +4,701 $99,574
     TMO351,106+4,701$99,574
UNITEDHEALTH GROUP INC 387,136 +8,524 $96,544
     UNH387,136+8,524$96,544
AMERICAN TOWER CORP NEW 424,610 +1,100 $92,459
     AMT424,610+1,100$92,459
HOME DEPOT INC 468,033 +21,052 $87,386
     HD468,033+21,052$87,386
BLACKSTONE GROUP INC 1,708,783 -60,367 $77,869
     BX1,708,783-60,367$77,869
ACCENTURE PLC IRELAND 411,320 +4,301 $67,151
     ACN411,320+4,301$67,151
ADOBE INC 209,863 +2,528 $66,787
     ADBE209,863+2,528$66,787
ALPHABET INC 56,381 -30 $65,560
     GOOG56,381-30$65,560
TJX COS INC NEW 1,326,938 +14,024 $63,440
     TJX1,326,938+14,024$63,440
ABBOTT LABS 781,405 +33,453 $61,661
     ABT781,405+33,453$61,661
ROPER TECHNOLOGIES INC 195,765 +1,944 $61,041
     ROP195,765+1,944$61,041
CBRE GROUP INC 1,531,920 +15,269 $57,768
     CBRE1,531,920+15,269$57,768
BERKSHIRE HATHAWAY INC DEL      $56,059
     BRK.B287,273+3,956$52,523
     BRK.A13-1$3,536
DOMINOS PIZZA INC 169,516 -7,752 $54,935
     DPZ169,516-7,752$54,935
AUTOZONE INC 61,770 +2,807 $52,257
     AZO61,770+2,807$52,257
ALPHABET INC 44,029 +879 $51,160
     GOOGL44,029+879$51,160
NIKE INC 576,115 +10,275 $47,668
     NKE576,115+10,275$47,668
BLACKROCK INC 107,655 +2,081 $47,365
     BLK107,655+2,081$47,365
CHUBB LIMITED 419,432 -15,977 $46,847
     CB419,432-15,977$46,847
TEXAS INSTRS INC 452,120 +11,762 $45,180
     TXN452,120+11,762$45,180
CELANESE CORP DEL 589,719 +14,040 $43,279
     CE589,719+14,040$43,279
ANSYS INC 184,518 -6,412 $42,894
     ANSS184,518-6,412$42,894
MORGAN STANLEY 1,211,512 +52,547 $41,191
     MS1,211,512+52,547$41,191
JOHNSON & JOHNSON 312,043 +4,069 $40,919
     JNJ312,043+4,069$40,919
SS&C TECHNOLOGIES HLDGS INC 903,427 +903,427 $39,588
     SSNC903,427+903,427$39,588
WISDOMTREE TR 482,992 -3,418 $39,093
     DLN482,992-3,418$39,093
COSTCO WHSL CORP NEW 127,791 +209 $36,437
     COST127,791+209$36,437
DISNEY WALT CO 373,875 +270,252 $36,117
     DIS373,875+270,252$36,117
SPDR S&P 500 ETF TR (SPY) 139,648 +14,529 $35,993
     SPY139,648+14,529$35,993
BEST BUY INC 569,655 +22,682 $32,471
     BBY569,655+22,682$32,471
CDW CORP 307,901 +299,498 $28,718
     CDW307,901+299,498$28,718
IPG PHOTONICS CORP 233,870 -6,643 $25,792
     IPGP233,870-6,643$25,792
BORGWARNER INC 977,416 -205,972 $23,819
     BWA977,416-205,972$23,819
WESTROCK CO 744,764 -106,728 $21,047
     WRK744,764-106,728$21,047
APPLIED MATLS INC 449,581 +38,945 $20,600
     AMAT449,581+38,945$20,600
ISHARES TR (EFA) 383,540 -28,403 $20,504
     EFA383,540-28,403$20,504
ISHARES TR (IVV) 75,388 +12,280 $19,480
     IVV75,388+12,280$19,480
INTEL CORP 323,564 +244 $17,511
     INTC323,564+244$17,511
SHERWIN WILLIAMS CO 38,095 +286 $17,505
     SHW38,095+286$17,505
PEPSICO INC 143,660 -3,831 $17,254
     PEP143,660-3,831$17,254
ISHARES GOLD TRUST (IAU) 1,056,082 +45,548 $15,915
     IAU1,056,082+45,548$15,915
CISCO SYS INC 385,278 -6,325 $15,146
     CSCO385,278-6,325$15,146
SPDR GOLD TRUST (GLD) 96,811 +7,643 $14,333
     GLD96,811+7,643$14,333
JPMORGAN CHASE & CO 148,684 +4,338 $13,386
     JPM148,684+4,338$13,386
CHEVRON CORP NEW 174,800 -22,736 $12,666
     CVX174,800-22,736$12,666
ISHARES TR (IWF) 83,606 -12,224 $12,595
     IWF83,606-12,224$12,595
PFIZER INC 336,959 -3,254 $10,999
     PFE336,959-3,254$10,999
IDEXX LABS INC 44,795 -3,089 $10,851
     IDXX44,795-3,089$10,851
UNITED TECHNOLOGIES CORP 113,875 -2,616 $10,742
     UTX113,875-2,616$10,742
MERCK & CO. INC 134,690 +3,531 $10,363
     MRK134,690+3,531$10,363
AUTOMATIC DATA PROCESSING IN 67,052 +558 $9,164
     ADP67,052+558$9,164
VANGUARD INDEX FDS (VOO) 38,245 +12,972 $9,057
     VOO38,245+12,972$9,057
PROCTER & GAMBLE CO 79,811 +1,648 $8,779
     PG79,811+1,648$8,779
LILLY ELI & CO 62,720 -8,174 $8,701
     LLY62,720-8,174$8,701
ISHARES TR (IWB) 60,506 -170 $8,563
     IWB60,506-170$8,563
ABBVIE INC 105,293 +1,340 $8,022
     ABBV105,293+1,340$8,022
UNION PAC CORP 55,905 -673 $7,884
     UNP55,905-673$7,884
VERIZON COMMUNICATIONS INC 141,168 -3,496 $7,585
     VZ141,168-3,496$7,585
SPDR S&P MIDCAP 400 ETF TR (MDY) 27,004 -893 $7,099
     MDY27,004-893$7,099
SCHWAB CHARLES CORP 209,493 -8,232 $7,043
     SCHW209,493-8,232$7,043
ISHARES TR (IWM) 59,039 -8,568 $6,757
     IWM59,039-8,568$6,757
MCDONALDS CORP 36,264 +180 $5,996
     MCD36,264+180$5,996
AMGEN INC 29,305 +419 $5,941
     AMGN29,305+419$5,941
EXXON MOBIL CORP 153,288 -41,395 $5,820
     XOM153,288-41,395$5,820
ISHARES TR (IJH) 39,963 +10,918 $5,749
     IJH39,963+10,918$5,749
STRYKER CORP 33,988 +391 $5,658
     SYK33,988+391$5,658
UNITED PARCEL SERVICE INC 59,232 -6,414 $5,534
     UPS59,232-6,414$5,534
BRISTOL MYERS SQUIBB CO      $5,473
     BMY97,458-4,279$5,432
     RIGHT 99 99 999910,722+543$41
ISHARES TR (IGIB) 99,385 +8,810 $5,458
     IGIB99,385+8,810$5,458
ORACLE CORP 111,272 -25,747 $5,378
     ORCL111,272-25,747$5,378
COCA COLA CO 118,549 +5,332 $5,246
     KO118,549+5,332$5,246
ILLINOIS TOOL WKS INC 36,866 -704 $5,239
     ITW36,866-704$5,239
3M CO 38,000 -2,397 $5,187
     MMM38,000-2,397$5,187
SALESFORCE COM INC 34,300 -1,295 $4,938
     CRM34,300-1,295$4,938
CHECK POINT SOFTWARE TECH LT 48,532 -1,110 $4,879
     CHKP48,532-1,110$4,879
VISA INC 30,195 +1,109 $4,865
     V30,195+1,109$4,865
MCKESSON CORP 35,260 -4,449 $4,769
     MCK35,260-4,449$4,769
VANGUARD SPECIALIZED FUNDS (VIG) 43,933 +2,535 $4,542
     VIG43,933+2,535$4,542
NEXTERA ENERGY INC 18,512 +738 $4,455
     NEE18,512+738$4,455
ISHARES TR (AAXJ) 74,086 -7,644 $4,424
     AAXJ74,086-7,644$4,424
LOWES COS INC 50,314 +75 $4,329
     LOW50,314+75$4,329
CHURCH & DWIGHT INC 67,308 -221 $4,320
     CHD67,308-221$4,320
VANGUARD INTL EQUITY INDEX F (VWO) 127,266 -14,365 $4,270
     VWO127,266-14,365$4,270
VANGUARD INDEX FDS (VB) 35,104 -2,208 $4,053
     VB35,104-2,208$4,053
DANAHER CORPORATION 27,862 -28 $3,856
     DHR27,862-28$3,856
MEDTRONIC PLC 40,006 +896 $3,608
     MDT40,006+896$3,608
ECOLAB INC 21,997 -45 $3,428
     ECL21,997-45$3,428
WALMART INC 29,286 +896 $3,327
     WMT29,286+896$3,327
STARBUCKS CORP 48,805 -13 $3,208
     SBUX48,805-13$3,208
HONEYWELL INTL INC 23,918 +447 $3,200
     HON23,918+447$3,200
AT&T INC 109,391 -1,621 $3,188
     T109,391-1,621$3,188
RPM INTL INC 52,507 -6,123 $3,124
     RPM52,507-6,123$3,124
CVS HEALTH CORP 52,195 +824 $3,096
     CVS52,195+824$3,096
VANGUARD INTL EQUITY INDEX F (VEU) 73,840 -36,093 $3,029
     VEU73,840-36,093$3,029
COLGATE PALMOLIVE CO 45,300 +1,998 $3,006
     CL45,300+1,998$3,006
SONOCO PRODS CO 64,043 -5,082 $2,968
     SON64,043-5,082$2,968
METTLER TOLEDO INTERNATIONAL 4,265 -150 $2,945
     MTD4,265-150$2,945
PHILIP MORRIS INTL INC 40,335 -3,691 $2,943
     PM40,335-3,691$2,943
US BANCORP DEL 84,752 -2,442 $2,920
     USB84,752-2,442$2,920
INVESTORS REAL ESTATE TR 51,650 UNCH $2,841
     IRET51,650UNCH$2,841
INTERNATIONAL BUSINESS MACHS 25,482 -12,055 $2,826
     IBM25,482-12,055$2,826
VANGUARD TAX MANAGED INTL FD (VEA) 82,516 +39,918 $2,751
     VEA82,516+39,918$2,751
LOCKHEED MARTIN CORP 8,001 -75 $2,711
     LMT8,001-75$2,711
DUKE ENERGY CORP NEW 32,575 -865 $2,634
     DUK32,575-865$2,634
VANGUARD INDEX FDS (VO) 19,442 -14 $2,560
     VO19,442-14$2,560
WELLS FARGO CO NEW 89,133 -9,082 $2,558
     WFC89,133-9,082$2,558
VANGUARD INDEX FDS (VV) 21,281 UNCH $2,520
     VV21,281UNCH$2,520
ISHARES TR (DVY) 33,529 -10,359 $2,466
     DVY33,529-10,359$2,466
DOMINION ENERGY INC 33,944 -2,206 $2,451
     D33,944-2,206$2,451
EMERSON ELEC CO 51,017 -1,789 $2,431
     EMR51,017-1,789$2,431
ILLUMINA INC 8,752 +61 $2,391
     ILMN8,752+61$2,391
COMCAST CORP NEW 69,161 +10,703 $2,378
     CMCSA69,161+10,703$2,378
ACCELERON PHARMA INC 26,167 -6,575 $2,352
     XLRN26,167-6,575$2,352
ENTERPRISE PRODS PARTNERS L 162,304 +4,550 $2,321
     EPD162,304+4,550$2,321
ISHARES TR (IJR) 40,400 -11,970 $2,267
     IJR40,400-11,970$2,267
FACEBOOK INC 13,384 -7 $2,232
     FB13,384-7$2,232
S&P GLOBAL INC 9,109 -181 $2,232
     SPGI9,109-181$2,232
APTARGROUP INC 22,409 +49 $2,231
     ATR22,409+49$2,231
BAXTER INTL INC 27,325 -110 $2,219
     BAX27,325-110$2,219
ISHARES TR (IVE) 23,053 -65 $2,219
     IVE23,053-65$2,219
DBX ETF TR (DBEF) 82,708 UNCH $2,216
     DBEF82,708UNCH$2,216
VANGUARD INDEX FDS (VTI) 16,995 -115 $2,191
     VTI16,995-115$2,191
QUALCOMM INC 32,347 +1,880 $2,188
     QCOM32,347+1,880$2,188
SELECT SECTOR SPDR TR (XLK) 27,034 +7,050 $2,173
     XLK27,034+7,050$2,173
ISHARES TR (IVW) 12,586 +2,081 $2,077
     IVW12,586+2,081$2,077
ISHARES TR (IWR) 44,974 -13,274 $1,942
     IWR44,974-13,274$1,942
KIMBERLY CLARK CORP 15,004 -207 $1,918
     KMB15,004-207$1,918
AFLAC INC 55,255 -3,387 $1,892
     AFL55,255-3,387$1,892
ISHARES TR (IEFA) 37,822 +12,362 $1,887
     IEFA37,822+12,362$1,887
ZOETIS INC 15,778 +1,689 $1,857
     ZTS15,778+1,689$1,857
ISHARES TR (EEM) 54,228 -2,724 $1,851
     EEM54,228-2,724$1,851
TARGET CORP 19,303 -1,501 $1,794
     TGT19,303-1,501$1,794
JACOBS ENGR GROUP INC 22,377 UNCH $1,774
     JEC22,377UNCH$1,774
ISHARES TR (IWD) 17,830 -33,147 $1,768
     IWD17,830-33,147$1,768
PROGRESSIVE CORP OHIO 23,640 -2,479 $1,746
     PGR23,640-2,479$1,746
AMPHENOL CORP NEW 23,838 -1,312 $1,737
     APH23,838-1,312$1,737
SYSCO CORP 37,690 -109 $1,720
     SYY37,690-109$1,720
EOG RES INC 47,185 +2,230 $1,695
     EOG47,185+2,230$1,695
BIOGEN INC 5,338 -285 $1,689
     BIIB5,338-285$1,689
TRAVELERS COMPANIES INC 16,660 -1,797 $1,655
     TRV16,660-1,797$1,655
GILEAD SCIENCES INC 22,053 -1,684 $1,649
     GILD22,053-1,684$1,649
JABIL INC 64,463 UNCH $1,585
     JBL64,463UNCH$1,585
ISHARES TR (IWV) 10,594 +762 $1,571
     IWV10,594+762$1,571
INTERCONTINENTAL EXCHANGE IN (ICE) 19,329 +570 $1,561
     ICE19,329+570$1,561
GENERAL DYNAMICS CORP 11,706 -473 $1,549
     GD11,706-473$1,549
ISHARES TR (DSI) 15,883 UNCH $1,547
     DSI15,883UNCH$1,547
GENERAL ELECTRIC CO 191,870 -2,046 $1,524
     GE191,870-2,046$1,524
INVESCO QQQ TR 7,991 -1,700 $1,521
     QQQ7,991-1,700$1,521
VANGUARD INDEX FDS (VUG) 9,505 +755 $1,489
     VUG9,505+755$1,489
MONDELEZ INTL INC 29,309 +3,241 $1,468
     MDLZ29,309+3,241$1,468
BK OF AMERICA CORP 67,302 +48 $1,429
     BAC67,302+48$1,429
RAYTHEON CO 10,581 -577 $1,388
     RTN10,581-577$1,388
AMERICAN EXPRESS CO 16,072 +1,131 $1,375
     AXP16,072+1,131$1,375
SOUTHERN CO 25,082 -202 $1,358
     SO25,082-202$1,358
CATERPILLAR INC DEL 11,547 -874 $1,340
     CAT11,547-874$1,340
TESLA INC 2,545 -405 $1,333
     TSLA2,545-405$1,333
SCHWAB STRATEGIC TR 16,614 -800 $1,323
     SCHG16,614-800$1,323
O REILLY AUTOMOTIVE INC NEW 4,274 -7 $1,287
     ORLY4,274-7$1,287
CITIGROUP INC 30,182 +287 $1,272
     C30,182+287$1,272
PNC FINL SVCS GROUP INC 12,948 -829 $1,240
     PNC12,948-829$1,240
BOEING CO 8,275 -1,541 $1,234
     BA8,275-1,541$1,234
VANGUARD INDEX FDS (VNQ) 17,284 -1,259 $1,208
     VNQ17,284-1,259$1,208
BROOKFIELD ASSET MGMT INC 26,989 +4,970 $1,194
     BAM26,989+4,970$1,194
ISHARES TR (SUSA) 10,356 UNCH $1,137
     SUSA10,356UNCH$1,137
BECTON DICKINSON & CO 4,913 -146 $1,129
     BDX4,913-146$1,129
MCCORMICK & CO INC 7,961 -2,168 $1,124
     MKC7,961-2,168$1,124
SELECT SECTOR SPDR TR (XLV) 12,257 +3,950 $1,086
     XLV12,257+3,950$1,086
ISHARES TR (AGG) 9,294 UNCH $1,072
     AGG9,294UNCH$1,072
ISHARES TR (IWN) 12,877 -3,880 $1,056
     IWN12,877-3,880$1,056
ISHARES INC (IEMG) 25,773 +3,502 $1,043
     IEMG25,773+3,502$1,043
ALTRIA GROUP INC 26,640 -2,259 $1,030
     MO26,640-2,259$1,030
NETFLIX INC 2,705 +1,023 $1,016
     NFLX2,705+1,023$1,016
CROWN CASTLE INTL CORP NEW 6,970 -2,755 $1,007
     CCI6,970-2,755$1,007
WISDOMTREE TR 18,902 -2,268 $1,001
     AXJL18,902-2,268$1,001
STATE STR CORP 18,749 -282 $999
     STT18,749-282$999
PHILLIPS 66 18,275 -4,953 $980
     PSX18,275-4,953$980
ENBRIDGE INC 33,496 -1,350 $975
     ENB33,496-1,350$975
ISHARES TR (HDV) 13,471 +9,245 $964
     HDV13,471+9,245$964
NXP SEMICONDUCTORS N V 11,420 -99 $947
     NXPI11,420-99$947
ISHARES SILVER TRUST (SLV) 72,035 +15,000 $940
     SLV72,035+15,000$940
VANGUARD INDEX FDS (VTV) 10,402 +673 $926
     VTV10,402+673$926
INVESCO EXCHANGE TRADED FD T (PRFZ) 10,308 +67 $922
     PRFZ10,308+67$922
DOVER CORP 10,800 -100 $906
     DOV10,800-100$906
AMERICAN WTR WKS CO INC NEW 7,553 UNCH $903
     AWK7,553UNCH$903
ISHARES TR (PFF) 27,850 -19,900 $887
     PFF27,850-19,900$887
PAYPAL HLDGS INC 9,258 -5,150 $887
     PYPL9,258-5,150$887
CONSOLIDATED EDISON INC 11,318 -184 $883
     ED11,318-184$883
NORFOLK SOUTHERN CORP 5,947 -514 $868
     NSC5,947-514$868
V F CORP 15,556 -350 $841
     VFC15,556-350$841
ISHARES TR (IJJ) 7,549 -30 $829
     IJJ7,549-30$829
ISHARES TR (LQD) 6,699 +268 $828
     LQD6,699+268$828
MARSH & MCLENNAN COS INC 9,520 +699 $823
     MMC9,520+699$823
SELECT SECTOR SPDR TR (XLB) 17,805 +2,364 $802
     XLB17,805+2,364$802
TIFFANY & CO NEW 6,087 +11 $788
     TIF6,087+11$788
WALGREENS BOOTS ALLIANCE INC 17,187 +1,460 $786
     WBA17,187+1,460$786
SPDR DOW JONES INDL AVRG ETF (DIA) 3,577 -35 $785
     DIA3,577-35$785
ISHARES TR (OEF) 6,350 UNCH $753
     OEF6,350UNCH$753
WISDOMTREE TR 9,450 UNCH $740
     DTD9,450UNCH$740
TELEFLEX INCORPORATED 2,425 UNCH $710
     TFX2,425UNCH$710
GENERAL MLS INC 13,237 +506 $698
     GIS13,237+506$698
AMERICAN ELEC PWR CO INC 8,649 -1,944 $692
     AEP8,649-1,944$692
SELECT SECTOR SPDR TR (XLF) 32,880 +6,755 $685
     XLF32,880+6,755$685
CONOCOPHILLIPS 22,124 -11,384 $682
     COP22,124-11,384$682
SELECT SECTOR SPDR TR (XLY) 6,935 +6,935 $680
     XLY6,935+6,935$680
CSX CORP 11,548 -1,354 $662
     CSX11,548-1,354$662
KRAFT HEINZ CO 26,604 +26,604 $658
     KHC26,604+26,604$658
WASTE MGMT INC DEL 7,057 +534 $653
     WM7,057+534$653
POPE RES DEL LTD PARTNERSHIP 7,750 -5,900 $651
     POPE7,750-5,900$651
NVIDIA CORP 2,437 -182 $642
     NVDA2,437-182$642
INVESCO EXCHANGE TRADED FD T (RPG) 6,411 -315 $642
     RPG6,411-315$642
REGENERON PHARMACEUTICALS 1,298 +135 $634
     REGN1,298+135$634
PAYCHEX INC 10,007 -76 $629
     PAYX10,007-76$629
PPL CORP 25,503 -50 $629
     PPL25,503-50$629
LAMB WESTON HLDGS INC 11,000 -27,196 $628
     LW11,000-27,196$628
INVESCO EXCHANGE TRADED FD T (PRF) 6,754 UNCH $624
     PRF6,754UNCH$624
PUBLIC STORAGE 3,099 -161 $616
     PSA3,099-161$616
COGNIZANT TECHNOLOGY SOLUTIO 13,045 +10 $606
     CTSH13,045+10$606
STERIS PLC 4,315 -4 $604
     STE4,315-4$604
AIR PRODS & CHEMS INC 2,986 -987 $596
     APD2,986-987$596
SPDR INDEX SHS FDS (RWX) 21,745 UNCH $582
     RWX21,745UNCH$582
CLEARFIELD INC 48,800 UNCH $578
     CLFD48,800UNCH$578
VERTEX PHARMACEUTICALS INC 2,407 +440 $573
     VRTX2,407+440$573
BROADCOM INC 2,369 +37 $561
     AVGO2,369+37$561
BLACKSTONE MTG TR INC 30,000 +10,000 $559
     BXMT30,000+10,000$559
SERVICENOW INC 1,940 +39 $556
     NOW1,940+39$556
GALLAGHER ARTHUR J & CO 6,732 -287 $549
     AJG6,732-287$549
APOLLO GLOBAL MGMT INC 16,350 -1,200 $548
     APO16,350-1,200$548
INVESCO EXCHANGE TRADED FD T (PWV) 17,782 UNCH $536
     PWV17,782UNCH$536
SCHLUMBERGER LTD 39,550 -32,728 $534
     SLB39,550-32,728$534
SELECT SECTOR SPDR TR (XLRE) 17,208 +11,742 $533
     XLRE17,208+11,742$533
CME GROUP INC 3,075 -19 $532
     CME3,075-19$532
MOODYS CORP 2,515 -48 $532
     MCO2,515-48$532
CANADIAN NATL RY CO 6,799 +548 $528
     CNI6,799+548$528
VANGUARD WORLD FDS (VGT) 2,415 +2,415 $512
     VGT2,415+2,415$512
YUM BRANDS INC 7,467 -2,175 $512
     YUM7,467-2,175$512
L3HARRIS TECHNOLOGIES INC 2,810 +207 $506
     LHX2,810+207$506
ACUITY BRANDS INC 5,879 +12 $504
     AYI5,879+12$504
GOLDMAN SACHS GROUP INC 3,261 +28 $504
     GS3,261+28$504
DORMAN PRODUCTS INC 9,062 -3,947 $501
     DORM9,062-3,947$501
VANGUARD INTL EQUITY INDEX F (VT) 7,900 UNCH $496
     VT7,900UNCH$496
UBER TECHNOLOGIES INC 17,500 +17,500 $489
     UBER17,500+17,500$489
CANTEL MEDICAL CORP 13,463 -337 $483
     CMD13,463-337$483
AMERISOURCEBERGEN CORP 5,404 -70 $478
     ABC5,404-70$478
ANALOG DEVICES INC 5,266 UNCH $472
     ADI5,266UNCH$472
TRUIST FINL CORP 15,275 -2,068 $471
     TFC15,275-2,068$471
WASHINGTON TR BANCORP 12,853 UNCH $470
     WASH12,853UNCH$470
CIGNA CORP NEW 2,641 +26 $468
     CI2,641+26$468
DUPONT DE NEMOURS INC 13,481 -2,486 $460
     DD13,481-2,486$460
T MOBILE US INC 5,247 -269 $440
     TMUS5,247-269$440
DEERE & CO 3,152 -109 $435
     DE3,152-109$435
BOSTON SCIENTIFIC CORP 13,235 -413 $432
     BSX13,235-413$432
CORNING INC 20,499 -84 $421
     GLW20,499-84$421
FORTIVE CORP 7,514 -434 $415
     FTV7,514-434$415
CONSTELLATION PHARMCETICLS I 13,171 +13,171 $414
     CNST13,171+13,171$414
VARIAN MED SYS INC 3,977 +27 $408
     VAR3,977+27$408
TAPESTRY INC 31,409 -949 $407
     TPR31,409-949$407
PIONEER NAT RES CO 5,760 -206 $404
     PXD5,760-206$404
XCEL ENERGY INC 6,661 +6,661 $401
     XEL6,661+6,661$401
DOW INC 13,564 -2,452 $397
     DOW13,564-2,452$397
MSCI INC 1,367 -3 $395
     MSCI1,367-3$395
NATIONAL INSTRS CORP 11,945 +45 $395
     NATI11,945+45$395
SEMPRA ENERGY 3,419 +133 $387
     SRE3,419+133$387
MARRIOTT INTL INC NEW 5,008 -209 $375
     MAR5,008-209$375
CONSTELLATION BRANDS INC 2,603 +78 $373
     STZ2,603+78$373
GOLUB CAP BDC INC 29,453 UNCH $370
     GBDC29,453UNCH$370
CUMMINS INC 2,724 -88 $369
     CMI2,724-88$369
ISHARES TR (IEI) 2,765 UNCH $369
     IEI2,765UNCH$369
VERISK ANALYTICS INC 2,560 -200 $357
     VRSK2,560-200$357
INTUIT 1,549 -912 $356
     INTU1,549-912$356
LINDE PLC 2,048 -553 $354
     LIN2,048-553$354
ZIMMER BIOMET HOLDINGS INC 3,418 -185 $346
     ZBH3,418-185$346
RENAISSANCERE HOLDINGS LTD 2,312 -170 $345
     RNR2,312-170$345
TRANSDIGM GROUP INC 1,070 -8 $343
     TDG1,070-8$343
ISHARES TR (AGZ) 2,825 UNCH $341
     AGZ2,825UNCH$341
EDWARDS LIFESCIENCES CORP 1,804 +93 $340
     EW1,804+93$340
NORDSON CORP 2,500 UNCH $338
     NDSN2,500UNCH$338
HUNTINGTON BANCSHARES INC (HBAN) 40,409 -293 $332
     HBAN40,409-293$332
ANTHEM INC 1,446 +3 $328
     ANTM1,446+3$328
CERNER CORP 5,206 -64 $328
     CERN5,206-64$328
HERSHEY CO 2,444 -164 $324
     HSY2,444-164$324
ISHARES TR (ICF) 3,500 UNCH $321
     ICF3,500UNCH$321
INVESCO EXCHANGE TRADED FD T (RSP) 3,810 UNCH $320
     RSP3,810UNCH$320
TE CONNECTIVITY LTD 5,049 +1,231 $318
     TEL5,049+1,231$318
ISHARES TR (IJK) 1,776 -5 $317
     IJK1,776-5$317
WELLTOWER INC 6,890 -763 $316
     WELL6,890-763$316
MARKEL CORP 335 -41 $311
     MKL335-41$311
ENERGY TRANSFER LP 67,139 +3,850 $309
     ET67,139+3,850$309
RAYONIER INC 13,035 UNCH $307
     RYN13,035UNCH$307
WEX INC 2,869 -6 $300
     WEX2,869-6$300
SELECT SECTOR SPDR TR (XLI) 5,080 +5,080 $300
     XLI5,080+5,080$300
EXPEDITORS INTL WASH INC 4,482 +88 $299
     EXPD4,482+88$299
ISHARES TR (IEF) 2,457 +2,457 $298
     IEF2,457+2,457$298
CMS ENERGY CORP 5,042 UNCH $296
     CMS5,042UNCH$296
MAGELLAN MIDSTREAM PRTNRS LP 8,111 -3,285 $296
     MMP8,111-3,285$296
BOOKING HLDGS INC 219 -1 $294
     BKNG219-1$294
KINDER MORGAN INC DEL 20,809 -18,715 $290
     KMI20,809-18,715$290
SOLAREDGE TECHNOLOGIES INC 3,541 -298 $290
     SEDG3,541-298$290
VANGUARD INTL EQUITY INDEX F (VGK) 6,677 +6,677 $289
     VGK6,677+6,677$289
JEFFERIES FINL GROUP INC 21,073 -320 $288
     JEF21,073-320$288
ALLERGAN PLC 1,617 +1,617 $287
     AGN1,617+1,617$287
BOSTON PROPERTIES INC 3,058 UNCH $282
     BXP3,058UNCH$282
AMEREN CORP 3,859 UNCH $281
     AEE3,859UNCH$281
STERICYCLE INC 5,787 +105 $281
     SRCL5,787+105$281
ISHARES TR (IWO) 1,766 -336 $280
     IWO1,766-336$280
SELECT SECTOR SPDR TR (XLC) 6,300 +6,300 $279
     XLC6,300+6,300$279
COCA COLA EUROPEAN PARTNERS 7,410 -83 $278
     CCEP7,410-83$278
PPG INDS INC 3,323 +27 $278
     PPG3,323+27$278
HANESBRANDS INC 35,269 +5,114 $277
     HBI35,269+5,114$277
SPDR SER TR (CWB) 5,714 UNCH $274
     CWB5,714UNCH$274
ALLSTATE CORP 2,848 -236 $261
     ALL2,848-236$261
YUM CHINA HLDGS INC 6,011 -1,141 $256
     YUMC6,011-1,141$256
VANECK VECTORS ETF TR (GDXJ) 8,975 UNCH $252
     GDXJ8,975UNCH$252
WABTEC 5,096 -59 $245
     WAB5,096-59$245
SPDR INDEX SHS FDS (FEZ) 8,154 +8,154 $241
     FEZ8,154+8,154$241
REGIONS FINANCIAL CORP NEW 26,725 +232 $240
     RF26,725+232$240
NUCOR CORP 6,637 UNCH $239
     NUE6,637UNCH$239
GRACO INC 4,834 +144 $235
     GGG4,834+144$235
FIRST REP BK SAN FRANCISCO C 2,835 -88 $233
     FRC2,835-88$233
COLUMBIA BKG SYS INC 8,647 UNCH $232
     COLB8,647UNCH$232
LAUDER ESTEE COS INC 1,430 -612 $228
     EL1,430-612$228
PUBLIC SVC ENTERPRISE GRP IN 5,038 -517 $227
     PEG5,038-517$227
IRONWOOD PHARMACEUTICALS INC 22,425 -420 $226
     IRWD22,425-420$226
KROGER CO 7,484 +7,484 $225
     KR7,484+7,484$225
VANGUARD SCOTTSDALE FDS (VCIT) 2,578 +2,578 $225
     VCIT2,578+2,578$225
SMITH A O CORP 5,900 -79,371 $223
     AOS5,900-79,371$223
GRAINGER W W INC 890 -343 $221
     GWW890-343$221
ROCKWELL AUTOMATION INC 1,462 +16 $221
     ROK1,462+16$221
MAIN STR CAP CORP 10,663 UNCH $219
     MAIN10,663UNCH$219
FEDEX CORP 1,790 -1,418 $217
     FDX1,790-1,418$217
WEYERHAEUSER CO 12,710 -23,117 $215
     WY12,710-23,117$215
ISHARES TR (MBB) 1,941 +1,941 $214
     MBB1,941+1,941$214
AUTONATION INC 7,598 -1,278 $213
     AN7,598-1,278$213
SELECT SECTOR SPDR TR (XLP) 3,900 +3,900 $212
     XLP3,900+3,900$212
SEALED AIR CORP NEW 8,496 UNCH $210
     SEE8,496UNCH$210
CDK GLOBAL INC 6,337 -200 $209
     CDK6,337-200$209
WILEY JOHN & SONS INC      $209
     JW.A5,574-121$209
BROOKFIELD INFRAST PARTNERS 5,768 UNCH $207
     BIP5,768UNCH$207
WEC ENERGY GROUP INC 2,301 +2,301 $203
     WEC2,301+2,301$203
PLANTRONICS INC NEW 18,675 UNCH $188
     PLT18,675UNCH$188
INVESCO DB COMMDY INDX TRCK 14,000 UNCH $157
     DBC14,000UNCH$157
CENTURYLINK INC 16,235 -551 $154
     CTL16,235-551$154
ALKERMES PLC 10,598 -1 $153
     ALKS10,598-1$153
AVEO PHARMACEUTICALS INC 41,343 -377,071 $150
     AVEO41,343-377,071$150
APOLLO INVT CORP 20,933 UNCH $141
     AINV20,933UNCH$141
INTERNATIONAL MNY EXPRESS IN 15,170 +15,170 $139
     IMXI15,170+15,170$139
COWEN INC 13,304 UNCH $129
     COWN13,304UNCH$129
INFINITY PHARMACEUTICALS INC 143,138 UNCH $120
     INFI143,138UNCH$120
LANDMARK INFRASTRUCTURE LP 11,382 UNCH $120
     LMRK11,382UNCH$120
NEPTUNE WELLNESS SOLUTIONS I 100,000 UNCH $117
     NEPT100,000UNCH$117
MACROGENICS INC 17,543 UNCH $102
     MGNX17,543UNCH$102
TRILLIUM THERAPEUTICS INC 14,000 +14,000 $57
     TRIL14,000+14,000$57
ALPS ETF TR (AMLP) 14,755 +14,755 $51
     AMLP14,755+14,755$51
ENTERCOM COMMUNICATIONS CORP 18,000 +18,000 $31
     ETM18,000+18,000$31
SOUTHWESTERN ENERGY CO 10,000 +0 $17
     SWN10,000UNCH$17
ALLETE INC $0 (exited)
     ALE0-2,765$0
AMERIPRISE FINL INC $0 (exited)
     AMP0-1,359$0
FRANKLIN RES INC $0 (exited)
     BEN0-9,300$0
BANK NEW YORK MELLON CORP $0 (exited)
     BK0-7,792$0
BROADRIDGE FINL SOLUTIONS IN $0 (exited)
     BR0-2,079$0
CABOT CORP $0 (exited)
     CBT0-6,799$0
CORE LABORATORIES N V $0 (exited)
     CLB0-10,260$0
CABOT OIL & GAS CORP $0 (exited)
     COG0-50,304$0
CARLISLE COS INC $0 (exited)
     CSL0-1,482$0
CORTEVA INC $0 (exited)
     CTVA0-9,744$0
D R HORTON INC $0 (exited)
     DHI0-5,668$0
WISDOMTREE TR $0 (exited)
     DIM0-10,668$0
EDISON INTL $0 (exited)
     EIX0-2,795$0
EVERSOURCE ENERGY $0 (exited)
     ES0-2,445$0
EATON CORP PLC $0 (exited)
     ETN0-2,556$0
FORD MTR CO DEL $0 (exited)
     F0-11,015$0
GENUINE PARTS CO $0 (exited)
     GPC0-2,448$0
GETTY RLTY CORP NEW $0 (exited)
     GTY0-6,536$0
HENRY SCHEIN INC $0 (exited)
     HSIC0-3,399$0
IRIDIUM COMMUNICATIONS INC $0 (exited)
     IRDM0-15,000$0
INTUITIVE SURGICAL INC $0 (exited)
     ISRG0-445$0
ISHARES TR $0 (exited)
     IWS0-5,299$0
KAMAN CORP $0 (exited)
     KAMN0-5,000$0
LOEWS CORP $0 (exited)
     L0-5,307$0
LADDER CAP CORP $0 (exited)
     LADR0-10,088$0
LIQTECH INTL INC $0 (exited)
     LIQT0-41,808$0
LAM RESEARCH CORP $0 (exited)
     LRCX0-687$0
MICROCHIP TECHNOLOGY INC $0 (exited)
     MCHP0-2,097$0
METLIFE INC $0 (exited)
     MET0-4,644$0
MARATHON PETE CORP $0 (exited)
     MPC0-38,852$0
MPLX LP $0 (exited)
     MPLX0-15,000$0
MOTOROLA SOLUTIONS INC $0 (exited)
     MSI0-1,371$0
VAIL RESORTS INC $0 (exited)
     MTN0-879$0
MICRON TECHNOLOGY INC $0 (exited)
     MU0-4,897$0
NATIONAL RETAIL PPTYS INC $0 (exited)
     NNN0-4,000$0
NORTHROP GRUMMAN CORP $0 (exited)
     NOC0-710$0
NEXPOINT RESIDENTIAL TR INC $0 (exited)
     NXRT0-5,000$0
REALTY INCOME CORP $0 (exited)
     O0-2,784$0
ONEOK INC NEW $0 (exited)
     OKE0-3,079$0
OLD REP INTL CORP $0 (exited)
     ORI0-9,214$0
OCCIDENTAL PETE CORP $0 (exited)
     OXY0-5,208$0
PEMBINA PIPELINE CORP $0 (exited)
     PBA0-15,000$0
ROYAL CARIBBEAN CRUISES LTD $0 (exited)
     RCL0-487,289$0
REPUBLIC SVCS INC $0 (exited)
     RSG0-2,475$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHA0-4,305$0
ISHARES TR $0 (exited)
     SCZ0-4,499$0
SPDR SERIES TRUST $0 (exited)
     SDY0-6,943$0
SHELL MIDSTREAM PARTNERS L P $0 (exited)
     SHLX0-25,000$0
SMUCKER J M CO $0 (exited)
     SJM0-5,931$0
SUNCOR ENERGY INC NEW $0 (exited)
     SU0-6,310$0
SENSIENT TECHNOLOGIES CORP $0 (exited)
     SXT0-4,000$0
SYNCHRONY FINL $0 (exited)
     SYF0-1,189,558$0
TYSON FOODS INC $0 (exited)
     TSN0-3,709$0
UGI CORP NEW $0 (exited)
     UGI0-6,160$0
VALERO ENERGY CORP NEW $0 (exited)
     VLO0-2,185$0
VERISIGN INC $0 (exited)
     VRSN0-1,043$0
WESCO AIRCRAFT HLDGS INC $0 (exited)
     WAIR0-13,289$0
WESTERN ALLIANCE BANCORP $0 (exited)
     WAL0-4,110$0
WILLIAMS COS INC DEL $0 (exited)
     WMB0-11,867$0
WHITE MTNS INS GROUP LTD $0 (exited)
     WTM0-200$0
WOODWARD INC $0 (exited)
     WWD0-3,888$0
SELECT SECTOR SPDR TR $0 (exited)
     XLE0-14,215$0
SELECT SECTOR SPDR TR $0 (exited)
     XLU0-3,135$0
ZEBRA TECHNOLOGIES CORP 0 -954 $0 (exited)
     ZBRA0-954$0

See Summary: Evercore Wealth Management LLC Top Holdings
See Details: Top 10 Stocks Held By Evercore Wealth Management LLC

EntityShares/Amount
Change
Position Value
Change
SSNC +903,427+$39,588
XLY +6,935+$680
KHC +26,604+$658
VGT +2,415+$512
UBER +17,500+$489
CNST +13,171+$414
XEL +6,661+$401
XLI +5,080+$300
IEF +2,457+$298
VGK +6,677+$289
EntityShares/Amount
Change
Position Value
Change
RCL -487,289-$65,058
SYF -1,189,558-$42,835
MPC -38,852-$2,341
COG -50,304-$876
XLE -14,215-$853
SDY -6,943-$747
DIM -10,668-$701
SJM -5,931-$617
PBA -15,000-$556
SHLX -25,000-$505
EntityShares/Amount
Change
Position Value
Change
CDW +299,498+$27,518
DIS +270,252+$21,130
MS +52,547-$18,056
IAU +45,548+$1,262
VEA +39,918+$874
AMAT +38,945-$4,465
ABT +33,453-$3,306
BBY +22,682-$15,553
HD +21,052-$10,225
CBRE +15,269-$35,188
EntityShares/Amount
Change
Position Value
Change
AVEO -377,071-$111
BWA -205,972-$27,517
WRK -106,728-$15,490
AOS -79,371-$3,839
BX -60,367-$21,097
XOM -41,395-$7,766
VEU -36,093-$2,880
IWD -33,147-$5,189
SLB -32,728-$2,372
Size ($ in 1000's)
At 03/31/2020: $3,032,994
At 12/31/2019: $3,712,785

Evercore Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Evercore Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Evercore Wealth Management LLC | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.